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 | $8,691 | $72,071-87.9% | $68,368-87.3% | $137,256-93.7% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 25.85% | 353.14%-327.3pp | 292.57%-266.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,390 | $2,788-50.1% | $2,649-47.5% | $4,156-66.5% |
| Participant deferral / active EE | $1,712 | $4,410-61.2% | $4,123-58.5% | $6,407-73.3% |
| Admin fee / account holder | $967 | $5,336-81.9% | $5,150-81.2% | $12,270-92.1% |