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 | $6,634 | $76,407-91.3% | $150,298-95.6% | $82,448-92.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.04% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,744 | $2,614-33.3% | $4,154-58.0% | $2,551-31.6% |
| Participant deferral / active EE | $1,712 | $3,214-46.7% | $5,453-68.6% | $4,139-58.6% |
| Admin fee / account holder | $506 | $6,352-92.0% | $14,116-96.4% | $7,234-93.0% |