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 4-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 | $7,335 | $99,877-92.7% | $84,966-91.4% | $145,922-95.0% |
| Participation rate | 87.0% | 74.1%+12.9pp | 67.5%+19.5pp | 80.3%+6.7pp |
| Annual return | 12.47% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,279 | $3,231-60.4% | $2,727-53.1% | $4,660-72.5% |
| Participant deferral / active EE | $2,584 | $5,291-51.2% | $4,519-42.8% | $6,688-61.4% |
| Admin fee / account holder | $809 | $7,248-88.8% | $6,149-86.8% | $13,397-94.0% |