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 | $15,644 | $95,416-83.6% | $185,823-91.6% | $85,850-81.8% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 14.93% | 23.59%-8.7pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,362 | $3,314-28.7% | $5,167-54.3% | $2,565-7.9% |
| Participant deferral / active EE | $3,560 | $3,423+4.0% | $5,568-36.1% | $3,952-9.9% |
| Admin fee / account holder | $602 | $7,213-91.7% | $16,237-96.3% | $6,260-90.4% |