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 | $7,531 | $104,974-92.8% | $95,585-92.1% | $142,382-94.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 22.02% | 210.33%-188.3pp | 38.56%-16.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $476 | $2,779-82.9% | $2,527-81.2% | $4,299-88.9% |
| Participant deferral / active EE | $646 | $4,352-85.2% | $4,023-83.9% | $6,507-90.1% |
| Admin fee / account holder | $425 | $6,386-93.4% | $6,127-93.1% | $12,624-96.6% |