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 4-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 | $9,316 | $67,823-86.3% | $52,425-82.2% | $137,256-93.2% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 10.03% | 219.11%-209.1pp | 302.12%-292.1pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,662 | $1,163+42.9% | $914+81.8% | $4,156-60.0% |
| Participant deferral / active EE | $799 | $2,288-65.1% | $1,790-55.4% | $6,407-87.5% |
| Admin fee / account holder | $1,450 | $2,844-49.0% | $2,495-41.9% | $12,270-88.2% |