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 5-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 | $8,016 | $51,638-84.5% | $68,368-88.3% | $82,448-90.3% |
| Participation rate | 98.2% | 63.6%+34.6pp | 73.8%+24.4pp | 68.1%+30.1pp |
| Annual return | 17.79% | 37.53%-19.7pp | 292.57%-274.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,333 | $2,047-34.9% | $2,649-49.7% | $2,551-47.8% |
| Participant deferral / active EE | $607 | $2,914-79.2% | $4,123-85.3% | $4,139-85.3% |
| Admin fee / account holder | $572 | $4,643-87.7% | $5,150-88.9% | $7,234-92.1% |