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 5-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 | $6,692 | $85,022-92.1% | $70,515-90.5% | $139,434-95.2% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 24.14% | 30.38%-6.2pp | 32.77%-8.6pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,478 | $3,909-62.2% | $2,973-50.3% | $4,751-68.9% |
| Participant deferral / active EE | $1,985 | $5,890-66.3% | $4,567-56.5% | $6,710-70.4% |
| Admin fee / account holder | $425 | $8,906-95.2% | $6,412-93.4% | $11,403-96.3% |