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 | $10,304 | $72,071-85.7% | $68,368-84.9% | $137,256-92.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.50% | 353.14%-334.6pp | 292.57%-274.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,112 | $2,788-60.1% | $2,649-58.0% | $4,156-73.2% |
| Participant deferral / active EE | $1,407 | $4,410-68.1% | $4,123-65.9% | $6,407-78.0% |
| Admin fee / account holder | $2,312 | $5,336-56.7% | $5,150-55.1% | $12,270-81.2% |