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 | $18,842 | $106,515-82.3% | $96,683-80.5% | $139,434-86.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 20.05% | 38.43%-18.4pp | 35.69%-15.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,682 | $4,103-59.0% | $3,737-55.0% | $4,751-64.6% |
| Participant deferral / active EE | $4,250 | $5,454-22.1% | $4,878-12.9% | $6,710-36.7% |
| Admin fee / account holder | $832 | $7,877-89.4% | $6,730-87.6% | $11,403-92.7% |