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 | $13,689 | $111,814-87.8% | $103,374-86.8% | $145,959-90.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.48% | 24.77%-15.3pp | 24.89%-15.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,075 | $4,214-50.7% | $3,869-46.4% | $4,661-55.5% |
| Participant deferral / active EE | $2,680 | $5,618-52.3% | $5,058-47.0% | $6,689-59.9% |
| Admin fee / account holder | $888 | $9,754-90.9% | $8,394-89.4% | $13,398-93.4% |