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 | $7,180 | $56,053-87.2% | $75,972-90.5% | $80,856-91.1% |
| Participation rate | 87.7% | 62.0%+25.7pp | 69.1%+18.7pp | 67.6%+20.1pp |
| Annual return | 20.34% | 20.53%-0.2pp | 359.55%-339.2pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,590 | $1,874-15.1% | $2,685-40.8% | $2,755-42.3% |
| Participant deferral / active EE | $2,329 | $3,052-23.7% | $4,255-45.3% | $4,296-45.8% |
| Admin fee / account holder | $966 | $5,234-81.5% | $6,467-85.1% | $6,918-86.0% |