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 4-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 | $6,812 | $72,071-90.5% | $68,368-90.0% | $137,256-95.0% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 22.84% | 353.14%-330.3pp | 292.57%-269.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $505 | $2,788-81.9% | $2,649-80.9% | $4,156-87.8% |
| Participant deferral / active EE | $1,749 | $4,410-60.3% | $4,123-57.6% | $6,407-72.7% |
| Admin fee / account holder | $347 | $5,336-93.5% | $5,150-93.3% | $12,270-97.2% |