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 | $9,700 | $100,773-90.4% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.8%+17.8pp | 80.1%+6.5pp |
| Annual return | 21.93% | 70.18%-48.2pp | 57.82%-35.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,378 | $2,918-52.8% | $2,555-46.1% | $4,299-68.0% |
| Participant deferral / active EE | $1,879 | $5,230-64.1% | $4,581-59.0% | $6,507-71.1% |
| Admin fee / account holder | $685 | $9,693-92.9% | $8,261-91.7% | $12,624-94.6% |