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 5-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 | $9,237 | $156,846-94.1% | $121,098-92.4% | $139,434-93.4% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 14.62% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,587 | $5,536-71.3% | $4,164-61.9% | $4,751-66.6% |
| Participant deferral / active EE | $2,462 | $4,844-49.2% | $4,080-39.7% | $6,710-63.3% |
| Admin fee / account holder | $945 | $6,946-86.4% | $5,644-83.3% | $11,403-91.7% |