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 | $7,690 | $37,426-79.5% | $77,482-90.1% | $79,858-90.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 16.65% | 39.70%-23.1pp | 54.79%-38.1pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,181 | $637+242.5% | $986+121.1% | $2,471-11.7% |
| Participant deferral / active EE | $1,209 | $1,260-4.1% | $1,861-35.1% | $3,740-67.7% |
| Admin fee / account holder | $569 | $2,504-77.3% | $2,858-80.1% | $5,306-89.3% |