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 | $11,357 | $100,773-88.7% | $88,946-87.2% | $142,382-92.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 16.12% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,148 | $2,918-60.6% | $2,555-55.1% | $4,299-73.3% |
| Participant deferral / active EE | $1,683 | $5,230-67.8% | $4,581-63.3% | $6,507-74.1% |
| Admin fee / account holder | $2,913 | $9,693-69.9% | $8,261-64.7% | $12,624-76.9% |