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 | $19,757 | $118,427-83.3% | $66,042-70.1% | $142,382-86.1% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 80.1%-8.7pp |
| Annual return | 13.79% | 35.57%-21.8pp | 52.11%-38.3pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,630 | $2,570-36.6% | $1,579+3.2% | $4,299-62.1% |
| Participant deferral / active EE | $705 | $4,311-83.7% | $2,835-75.2% | $6,507-89.2% |
| Admin fee / account holder | $505 | $9,593-94.7% | $5,747-91.2% | $12,624-96.0% |