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 | $19,801 | $99,877-80.2% | $84,966-76.7% | $145,922-86.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 10.50% | 83.76%-73.3pp | 66.38%-55.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,649 | $3,231-18.0% | $2,727-2.9% | $4,660-43.2% |
| Participant deferral / active EE | $6,663 | $5,291+25.9% | $4,519+47.4% | $6,688-0.4% |
| Admin fee / account holder | $578 | $7,248-92.0% | $6,149-90.6% | $13,397-95.7% |