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 | $18,229 | $106,515-82.9% | $96,683-81.1% | $139,434-86.9% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.3%+16.1pp | 80.3%+10.2pp |
| Annual return | 31.74% | 38.43%-6.7pp | 35.69%-4.0pp | 372.94%-341.2pp |
| Employer contribution / active EE | $2,189 | $4,103-46.6% | $3,737-41.4% | $4,751-53.9% |
| Participant deferral / active EE | $10,913 | $5,454+100.1% | $4,878+123.7% | $6,710+62.6% |
| Admin fee / account holder | $777 | $7,877-90.1% | $6,730-88.5% | $11,403-93.2% |