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 | $12,039 | $58,627-79.5% | $76,735-84.3% | $82,448-85.4% |
| Participation rate | 91.7% | 63.2%+28.4pp | 69.5%+22.2pp | 68.1%+23.6pp |
| Annual return | 20.65% | 39.10%-18.4pp | 29.77%-9.1pp | 41.64%-21.0pp |
| Employer contribution / active EE | $559 | $1,729-67.7% | $2,454-77.2% | $2,551-78.1% |
| Participant deferral / active EE | $2,008 | $3,134-35.9% | $4,088-50.9% | $4,139-51.5% |
| Admin fee / account holder | $300 | $5,323-94.4% | $7,189-95.8% | $7,234-95.8% |