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 | $10,723 | $74,888-85.7% | $71,209-84.9% | $142,382-92.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.46% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $462 | $2,854-83.8% | $2,721-83.0% | $4,299-89.2% |
| Participant deferral / active EE | $2,498 | $4,454-43.9% | $4,175-40.2% | $6,507-61.6% |
| Admin fee / account holder | $919 | $5,568-83.5% | $5,349-82.8% | $12,624-92.7% |