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 | $19,264 | $104,974-81.6% | $95,585-79.8% | $142,382-86.5% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 27.06% | 210.33%-183.3pp | 38.56%-11.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $801 | $2,779-71.2% | $2,527-68.3% | $4,299-81.4% |
| Participant deferral / active EE | $1,717 | $4,352-60.5% | $4,023-57.3% | $6,507-73.6% |
| Admin fee / account holder | $2,949 | $6,386-53.8% | $6,127-51.9% | $12,624-76.6% |