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 8-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 | $14,325 | $48,795-70.6% | $65,493-78.1% | $84,808-83.1% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 15.48% | 20.20%-4.7pp | 982.45%-967.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $797 | $1,930-58.7% | $2,574-69.1% | $2,631-69.7% |
| Participant deferral / active EE | $1,788 | $2,928-39.0% | $3,961-54.9% | $4,212-57.6% |
| Admin fee / account holder | $519 | $3,877-86.6% | $5,028-89.7% | $7,344-92.9% |