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 | $18,286 | $106,515-82.8% | $96,683-81.1% | $139,434-86.9% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.3%+21.3pp | 80.3%+15.3pp |
| Annual return | 19.60% | 38.43%-18.8pp | 35.69%-16.1pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,434 | $4,103-65.1% | $3,737-61.6% | $4,751-69.8% |
| Participant deferral / active EE | $3,623 | $5,454-33.6% | $4,878-25.7% | $6,710-46.0% |
| Admin fee / account holder | $656 | $7,877-91.7% | $6,730-90.2% | $11,403-94.2% |