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 | $16,360 | $48,795-66.5% | $65,493-75.0% | $84,808-80.7% |
| Participation rate | 94.6% | 67.0%+27.7pp | 73.1%+21.5pp | 68.3%+26.3pp |
| Annual return | 15.80% | 20.20%-4.4pp | 982.45%-966.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,302 | $1,930-32.5% | $2,574-49.4% | $2,631-50.5% |
| Participant deferral / active EE | $5,126 | $2,928+75.0% | $3,961+29.4% | $4,212+21.7% |
| Admin fee / account holder | $958 | $3,877-75.3% | $5,028-80.9% | $7,344-86.9% |