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 | $47,479-65.5% | $62,929-74.0% | $82,448-80.2% |
| Participation rate | 94.6% | 66.9%+27.8pp | 73.1%+21.5pp | 68.1%+26.6pp |
| Annual return | 15.80% | 20.34%-4.5pp | 1063.93%-1048.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,302 | $1,885-31.0% | $2,505-48.0% | $2,551-49.0% |
| Participant deferral / active EE | $5,126 | $2,870+78.6% | $3,888+31.8% | $4,139+23.8% |
| Admin fee / account holder | $958 | $3,804-74.8% | $5,065-81.1% | $7,234-86.8% |