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 | $6,296 | $67,823-90.7% | $52,425-88.0% | $137,256-95.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 24.80% | 219.11%-194.3pp | 302.12%-277.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,010 | $1,163-13.2% | $914+10.5% | $4,156-75.7% |
| Participant deferral / active EE | $1,113 | $2,288-51.4% | $1,790-37.8% | $6,407-82.6% |
| Admin fee / account holder | $1,026 | $2,844-63.9% | $2,495-58.9% | $12,270-91.6% |