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 9-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 | $13,074 | $90,348-85.5% | $75,972-82.8% | $145,922-91.0% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 10.75% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,225 | $3,311-63.0% | $2,685-54.4% | $4,660-73.7% |
| Participant deferral / active EE | $4,421 | $5,162-14.4% | $4,255+3.9% | $6,688-33.9% |
| Admin fee / account holder | $857 | $8,467-89.9% | $6,467-86.7% | $13,397-93.6% |