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 | $12,700 | $51,638-75.4% | $68,368-81.4% | $82,448-84.6% |
| Participation rate | 83.3% | 63.6%+19.7pp | 73.8%+9.6pp | 68.1%+15.3pp |
| Annual return | 16.60% | 37.53%-20.9pp | 292.57%-276.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,137 | $2,047-44.4% | $2,649-57.1% | $2,551-55.4% |
| Participant deferral / active EE | $1,194 | $2,914-59.0% | $4,123-71.0% | $4,139-71.1% |
| Admin fee / account holder | $409 | $4,643-91.2% | $5,150-92.1% | $7,234-94.3% |