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 | $12,723 | $48,230-73.6% | $67,502-81.2% | $80,856-84.3% |
| Participation rate | 93.6% | 66.4%+27.2pp | 72.9%+20.7pp | 67.6%+26.0pp |
| Annual return | 12.38% | 18.28%-5.9pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,072 | $2,020-46.9% | $2,731-60.7% | $2,755-61.1% |
| Participant deferral / active EE | $2,686 | $2,924-8.1% | $4,000-32.8% | $4,296-37.5% |
| Admin fee / account holder | $597 | $3,681-83.8% | $3,998-85.1% | $6,918-91.4% |