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 | $12,024 | $114,381-89.5% | $107,525-88.8% | $142,382-91.6% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 86.84% | 242.71%-155.9pp | 181.32%-94.5pp | 217.08%-130.2pp |
| Employer contribution / active EE | $1,930 | $4,015-51.9% | $3,754-48.6% | $4,299-55.1% |
| Participant deferral / active EE | $2,931 | $5,564-47.3% | $5,116-42.7% | $6,507-55.0% |
| Admin fee / account holder | $1,288 | $9,860-86.9% | $8,919-85.6% | $12,624-89.8% |