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 | $9,056 | $100,773-91.0% | $88,946-89.8% | $142,382-93.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 17.35% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,284 | $2,918-56.0% | $2,555-49.7% | $4,299-70.1% |
| Participant deferral / active EE | $2,110 | $5,230-59.7% | $4,581-53.9% | $6,507-67.6% |
| Admin fee / account holder | $966 | $9,693-90.0% | $8,261-88.3% | $12,624-92.3% |