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 6-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 | $12,754 | $46,553-72.6% | $64,056-80.1% | $75,163-83.0% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 21.24% | 26.03%-4.8pp | 33.69%-12.4pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,259 | $1,974-36.2% | $2,747-54.2% | $2,670-52.9% |
| Participant deferral / active EE | $3,179 | $2,837+12.1% | $3,880-18.1% | $4,125-22.9% |
| Admin fee / account holder | $541 | $2,952-81.7% | $3,068-82.4% | $5,651-90.4% |