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 | $18,611 | $57,590-67.7% | $86,233-78.4% | $82,448-77.4% |
| Participation rate | 89.7% | 57.9%+31.8pp | 69.0%+20.6pp | 68.1%+21.6pp |
| Annual return | 18.99% | 22.41%-3.4pp | 61.39%-42.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,287 | $1,655-22.3% | $2,504-48.6% | $2,551-49.6% |
| Participant deferral / active EE | $2,884 | $3,080-6.3% | $4,559-36.7% | $4,139-30.3% |
| Admin fee / account holder | $661 | $4,730-86.0% | $8,342-92.1% | $7,234-90.9% |