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 | $12,341 | $48,230-74.4% | $67,502-81.7% | $80,856-84.7% |
| Participation rate | 85.7% | 66.4%+19.3pp | 72.9%+12.8pp | 67.6%+18.1pp |
| Annual return | 17.84% | 18.28%-0.4pp | 3512.12%-3494.3pp | 35.59%-17.8pp |
| Employer contribution / active EE | $975 | $2,020-51.7% | $2,731-64.3% | $2,755-64.6% |
| Participant deferral / active EE | $2,210 | $2,924-24.4% | $4,000-44.8% | $4,296-48.6% |
| Admin fee / account holder | $303 | $3,681-91.8% | $3,998-92.4% | $6,918-95.6% |