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 | $9,847 | $99,877-90.1% | $84,966-88.4% | $145,922-93.3% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.5pp |
| Annual return | 12.02% | 83.76%-71.7pp | 66.38%-54.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $466 | $3,231-85.6% | $2,727-82.9% | $4,660-90.0% |
| Participant deferral / active EE | $1,264 | $5,291-76.1% | $4,519-72.0% | $6,688-81.1% |
| Admin fee / account holder | $960 | $7,248-86.8% | $6,149-84.4% | $13,397-92.8% |