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 | $8,600 | $67,823-87.3% | $52,425-83.6% | $137,256-93.7% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 21.31% | 219.11%-197.8pp | 302.12%-280.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $973 | $1,163-16.4% | $914+6.4% | $4,156-76.6% |
| Participant deferral / active EE | $2,250 | $2,288-1.7% | $1,790+25.6% | $6,407-64.9% |
| Admin fee / account holder | $943 | $2,844-66.9% | $2,495-62.2% | $12,270-92.3% |