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 7-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 | $26,506 | $114,237-76.8% | $119,258-77.8% | $167,490-84.2% |
| Participation rate | 95.0% | 83.7%+11.3pp | 82.7%+12.3pp | 82.1%+12.9pp |
| Annual return | 21.14% | 29.87%-8.7pp | 30.69%-9.6pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,419 | $4,481-68.3% | $4,384-67.6% | $4,837-70.7% |
| Participant deferral / active EE | $3,750 | $6,084-38.4% | $6,111-38.6% | $6,341-40.9% |
| Admin fee / account holder | $342 | $8,932-96.2% | $7,226-95.3% | $12,309-97.2% |