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 | $13,798 | $39,019-64.6% | $80,716-82.9% | $85,850-83.9% |
| Participation rate | 98.3% | 41.5%+56.8pp | 54.2%+44.2pp | 69.3%+29.0pp |
| Annual return | 17.89% | 26.27%-8.4pp | 87.28%-69.4pp | 318.53%-300.6pp |
| Employer contribution / active EE | $2,501 | $722+246.4% | $1,160+115.6% | $2,565-2.5% |
| Participant deferral / active EE | $2,664 | $1,326+101.0% | $2,146+24.2% | $3,952-32.6% |
| Admin fee / account holder | $596 | $2,431-75.5% | $3,380-82.4% | $6,260-90.5% |