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 | $11,895 | $72,071-83.5% | $68,368-82.6% | $137,256-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 25.76% | 353.14%-327.4pp | 292.57%-266.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,859 | $2,788+2.6% | $2,649+7.9% | $4,156-31.2% |
| Participant deferral / active EE | $4,511 | $4,410+2.3% | $4,123+9.4% | $6,407-29.6% |
| Admin fee / account holder | $3,332 | $5,336-37.5% | $5,150-35.3% | $12,270-72.8% |