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 | $12,157 | $100,773-87.9% | $88,946-86.3% | $142,382-91.5% |
| Participation rate | 70.6% | 74.3%-3.7pp | 68.8%+1.7pp | 80.1%-9.5pp |
| Annual return | 14.12% | 70.18%-56.1pp | 57.82%-43.7pp | 217.08%-203.0pp |
| Employer contribution / active EE | $671 | $2,918-77.0% | $2,555-73.7% | $4,299-84.4% |
| Participant deferral / active EE | $2,480 | $5,230-52.6% | $4,581-45.9% | $6,507-61.9% |
| Admin fee / account holder | $980 | $9,693-89.9% | $8,261-88.1% | $12,624-92.2% |