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 6-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 | $12,627 | $111,754-88.7% | $103,333-87.8% | $145,922-91.3% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 11.58% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,166 | $4,212-72.3% | $3,868-69.8% | $4,660-75.0% |
| Participant deferral / active EE | $3,025 | $5,619-46.2% | $5,057-40.2% | $6,688-54.8% |
| Admin fee / account holder | $872 | $9,750-91.1% | $8,355-89.6% | $13,397-93.5% |