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 | $74,888-90.9% | $71,209-90.4% | $142,382-95.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 22.84% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $505 | $2,854-82.3% | $2,721-81.4% | $4,299-88.2% |
| Participant deferral / active EE | $1,749 | $4,454-60.7% | $4,175-58.1% | $6,507-73.1% |
| Admin fee / account holder | $347 | $5,568-93.8% | $5,349-93.5% | $12,624-97.3% |