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 | $8,540 | $104,974-91.9% | $95,585-91.1% | $142,382-94.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 24.85% | 210.33%-185.5pp | 38.56%-13.7pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,441 | $2,779-48.2% | $2,527-43.0% | $4,299-66.5% |
| Participant deferral / active EE | $1,541 | $4,352-64.6% | $4,023-61.7% | $6,507-76.3% |
| Admin fee / account holder | $412 | $6,386-93.6% | $6,127-93.3% | $12,624-96.7% |