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 5-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 | $5,429 | $67,823-92.0% | $52,425-89.6% | $137,256-96.0% |
| Participation rate | 95.5% | 63.9%+31.5pp | 55.6%+39.8pp | 80.0%+15.5pp |
| Annual return | 18.87% | 219.11%-200.2pp | 302.12%-283.2pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,161 | $1,163-0.2% | $914+27.0% | $4,156-72.1% |
| Participant deferral / active EE | $1,879 | $2,288-17.9% | $1,790+5.0% | $6,407-70.7% |
| Admin fee / account holder | $950 | $2,844-66.6% | $2,495-61.9% | $12,270-92.3% |