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 6-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 | $13,917 | $51,638-73.0% | $68,368-79.6% | $82,448-83.1% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 18.56% | 37.53%-19.0pp | 292.57%-274.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $560 | $2,047-72.6% | $2,649-78.9% | $2,551-78.1% |
| Participant deferral / active EE | $2,182 | $2,914-25.1% | $4,123-47.1% | $4,139-47.3% |
| Admin fee / account holder | $771 | $4,643-83.4% | $5,150-85.0% | $7,234-89.3% |