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 | $17,332 | $49,177-64.8% | $79,464-78.2% | $64,186-73.0% |
| Participation rate | 97.9% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | 5.66% | -1.16%+6.8pp | 718.14%-712.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $996 | $2,076-52.0% | $2,800-64.4% | $2,381-58.1% |
| Participant deferral / active EE | $1,111 | $2,821-60.6% | $3,704-70.0% | $3,470-68.0% |
| Admin fee / account holder | $374 | $3,839-90.3% | $5,113-92.7% | $4,888-92.3% |