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 9-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 | $7,788 | $37,426-79.2% | $77,482-89.9% | $79,858-90.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 20.37% | 39.70%-19.3pp | 54.79%-34.4pp | 31.71%-11.3pp |
| Employer contribution / active EE | $808 | $637+27.0% | $986-18.0% | $2,471-67.3% |
| Participant deferral / active EE | $1,311 | $1,260+4.0% | $1,861-29.6% | $3,740-65.0% |
| Admin fee / account holder | $497 | $2,504-80.1% | $2,858-82.6% | $5,306-90.6% |