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 5-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 | $8,900 | $99,877-91.1% | $84,966-89.5% | $145,922-93.9% |
| Participation rate | 77.3% | 74.1%+3.2pp | 67.5%+9.8pp | 80.3%-3.0pp |
| Annual return | 14.31% | 83.76%-69.4pp | 66.38%-52.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $533 | $3,231-83.5% | $2,727-80.5% | $4,660-88.6% |
| Participant deferral / active EE | $2,249 | $5,291-57.5% | $4,519-50.2% | $6,688-66.4% |
| Admin fee / account holder | $3,597 | $7,248-50.4% | $6,149-41.5% | $13,397-73.2% |