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 | $9,264 | $111,535-91.7% | $105,223-91.2% | $137,256-93.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 32.25% | 237.85%-205.6pp | 180.65%-148.4pp | 220.34%-188.1pp |
| Employer contribution / active EE | $1,354 | $3,939-65.6% | $3,689-63.3% | $4,156-67.4% |
| Participant deferral / active EE | $2,314 | $5,500-57.9% | $5,072-54.4% | $6,407-63.9% |
| Admin fee / account holder | $561 | $9,721-94.2% | $8,859-93.7% | $12,270-95.4% |