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 | $24,751 | $71,050-65.2% | $93,606-73.6% | $80,856-69.4% |
| Participation rate | 94.6% | 60.4%+34.2pp | 68.7%+25.9pp | 67.6%+27.0pp |
| Annual return | 12.92% | 11.26%+1.7pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,330 | $1,564-15.0% | $2,420-45.1% | $2,755-51.7% |
| Participant deferral / active EE | $2,587 | $4,034-35.9% | $4,411-41.4% | $4,296-39.8% |
| Admin fee / account holder | $1,400 | $6,945-79.8% | $8,285-83.1% | $6,918-79.8% |