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 | $18,392 | $111,754-83.5% | $103,333-82.2% | $145,922-87.4% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 17.48% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $905 | $4,212-78.5% | $3,868-76.6% | $4,660-80.6% |
| Participant deferral / active EE | $6,545 | $5,619+16.5% | $5,057+29.4% | $6,688-2.1% |
| Admin fee / account holder | $322 | $9,750-96.7% | $8,355-96.1% | $13,397-97.6% |