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 6-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 | $29,450 | $87,013-66.2% | $106,213-72.3% | $80,856-63.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.04% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,419 | $2,395-40.7% | $3,171-55.2% | $2,755-48.5% |
| Participant deferral / active EE | $4,161 | $3,986+4.4% | $5,016-17.0% | $4,296-3.1% |
| Admin fee / account holder | $457 | $8,431-94.6% | $11,033-95.9% | $6,918-93.4% |