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 | $74,888-88.4% | $71,209-87.8% | $142,382-93.9% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 25.85% | 345.14%-319.3pp | 282.51%-256.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,390 | $2,854-51.3% | $2,721-48.9% | $4,299-67.7% |
| Participant deferral / active EE | $1,712 | $4,454-61.6% | $4,175-59.0% | $6,507-73.7% |
| Admin fee / account holder | $967 | $5,568-82.6% | $5,349-81.9% | $12,624-92.3% |