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 | $10,690 | $39,019-72.6% | $80,716-86.8% | $85,850-87.5% |
| Participation rate | 85.7% | 41.5%+44.2pp | 54.2%+31.5pp | 69.3%+16.4pp |
| Annual return | 28.35% | 26.27%+2.1pp | 87.28%-58.9pp | 318.53%-290.2pp |
| Employer contribution / active EE | $1,746 | $722+141.9% | $1,160+50.5% | $2,565-31.9% |
| Participant deferral / active EE | $3,256 | $1,326+145.6% | $2,146+51.7% | $3,952-17.6% |
| Admin fee / account holder | $551 | $2,431-77.3% | $3,380-83.7% | $6,260-91.2% |