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 | $17,129 | $118,849-85.6% | $96,562-82.3% | $167,490-89.8% |
| Participation rate | 78.3% | 75.5%+2.8pp | 69.8%+8.4pp | 82.1%-3.8pp |
| Annual return | 16.13% | 50.49%-34.4pp | 37.78%-21.7pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,613 | $3,120-48.3% | $2,356-31.5% | $4,837-66.6% |
| Participant deferral / active EE | $4,452 | $4,616-3.5% | $3,849+15.7% | $6,341-29.8% |
| Admin fee / account holder | $586 | $8,065-92.7% | $6,181-90.5% | $12,309-95.2% |