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 | $24,162 | $60,022-59.7% | $88,946-72.8% | $84,808-71.5% |
| Participation rate | 98.8% | 57.8%+40.9pp | 68.8%+29.9pp | 68.3%+30.5pp |
| Annual return | 15.18% | 22.43%-7.3pp | 57.82%-42.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $859 | $1,703-49.5% | $2,555-66.4% | $2,631-67.3% |
| Participant deferral / active EE | $2,566 | $3,114-17.6% | $4,581-44.0% | $4,212-39.1% |
| Admin fee / account holder | $5,059 | $4,811+5.2% | $8,261-38.8% | $7,344-31.1% |