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 3-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 | $2,759 | $74,888-96.3% | $71,209-96.1% | $142,382-98.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 28.24% | 345.14%-316.9pp | 282.51%-254.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,026 | $2,854-64.1% | $2,721-62.3% | $4,299-76.1% |
| Participant deferral / active EE | $1,163 | $4,454-73.9% | $4,175-72.1% | $6,507-82.1% |
| Admin fee / account holder | $675 | $5,568-87.9% | $5,349-87.4% | $12,624-94.7% |