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 6-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 | $6,005 | $100,773-94.0% | $88,946-93.2% | $142,382-95.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.47% | 70.18%-48.7pp | 57.82%-36.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,013 | $2,918-65.3% | $2,555-60.4% | $4,299-76.4% |
| Participant deferral / active EE | $1,590 | $5,230-69.6% | $4,581-65.3% | $6,507-75.6% |
| Admin fee / account holder | $556 | $9,693-94.3% | $8,261-93.3% | $12,624-95.6% |