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 | $23,301 | $88,672-73.7% | $105,223-77.9% | $82,448-71.7% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 17.20% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,140 | $3,048-62.6% | $3,689-69.1% | $2,551-55.3% |
| Participant deferral / active EE | $1,777 | $4,036-56.0% | $5,072-65.0% | $4,139-57.1% |
| Admin fee / account holder | $568 | $7,146-92.0% | $8,859-93.6% | $7,234-92.1% |