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 | $18,219 | $102,616-82.2% | $81,983-77.8% | $158,922-88.5% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.2%+10.8pp | 82.0%-2.0pp |
| Annual return | 7.33% | 61.04%-53.7pp | 41.31%-34.0pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,171 | $3,240-63.9% | $2,498-53.1% | $4,761-75.4% |
| Participant deferral / active EE | $3,721 | $4,648-19.9% | $3,7220% | $5,982-37.8% |
| Admin fee / account holder | $2,085 | $8,235-74.7% | $5,664-63.2% | $11,246-81.5% |