See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,477 | $106,515-84.5% | $96,683-83.0% | $139,434-88.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 17.37% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,301 | $4,103-68.3% | $3,737-65.2% | $4,751-72.6% |
| Participant deferral / active EE | $2,390 | $5,454-56.2% | $4,878-51.0% | $6,710-64.4% |
| Admin fee / account holder | $1,525 | $7,877-80.6% | $6,730-77.3% | $11,403-86.6% |