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 | $27,892 | $29,319-4.9% | $52,425-46.8% | $82,448-66.2% |
| Participation rate | 76.0% | 46.9%+29.1pp | 55.6%+20.4pp | 68.1%+7.9pp |
| Annual return | 17.10% | 535.20%-518.1pp | 302.12%-285.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $812 | $586+38.5% | $914-11.2% | $2,551-68.2% |
| Participant deferral / active EE | $1,360 | $1,171+16.1% | $1,790-24.0% | $4,139-67.1% |
| Admin fee / account holder | $2,097 | $1,962+6.9% | $2,495-15.9% | $7,234-71.0% |