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 3-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 | $8,666 | $47,479-81.7% | $62,929-86.2% | $82,448-89.5% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 18.43% | 20.34%-1.9pp | 1063.93%-1045.5pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,050 | $1,885+8.7% | $2,505-18.2% | $2,551-19.6% |
| Participant deferral / active EE | $2,309 | $2,870-19.6% | $3,888-40.6% | $4,139-44.2% |
| Admin fee / account holder | $446 | $3,804-88.3% | $5,065-91.2% | $7,234-93.8% |