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 | $7,522 | $100,773-92.5% | $88,946-91.5% | $142,382-94.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 22.93% | 70.18%-47.2pp | 57.82%-34.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,071 | $2,918-63.3% | $2,555-58.1% | $4,299-75.1% |
| Participant deferral / active EE | $1,945 | $5,230-62.8% | $4,581-57.6% | $6,507-70.1% |
| Admin fee / account holder | $1,131 | $9,693-88.3% | $8,261-86.3% | $12,624-91.0% |