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 | $8,869 | $74,888-88.2% | $71,209-87.5% | $142,382-93.8% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.1%+15.3pp |
| Annual return | 25.30% | 345.14%-319.8pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,868 | $2,854-34.6% | $2,721-31.3% | $4,299-56.6% |
| Participant deferral / active EE | $2,079 | $4,454-53.3% | $4,175-50.2% | $6,507-68.0% |
| Admin fee / account holder | $630 | $5,568-88.7% | $5,349-88.2% | $12,624-95.0% |