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 | $11,532 | $100,773-88.6% | $88,946-87.0% | $142,382-91.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 24.67% | 70.18%-45.5pp | 57.82%-33.1pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,477 | $2,918-49.4% | $2,555-42.2% | $4,299-65.6% |
| Participant deferral / active EE | $1,903 | $5,230-63.6% | $4,581-58.5% | $6,507-70.8% |
| Admin fee / account holder | $308 | $9,693-96.8% | $8,261-96.3% | $12,624-97.6% |