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 | $12,087 | $99,877-87.9% | $84,966-85.8% | $145,922-91.7% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 36.75% | 83.76%-47.0pp | 66.38%-29.6pp | 561.29%-524.5pp |
| Employer contribution / active EE | $696 | $3,231-78.5% | $2,727-74.5% | $4,660-85.1% |
| Participant deferral / active EE | $1,607 | $5,291-69.6% | $4,519-64.4% | $6,688-76.0% |
| Admin fee / account holder | $822 | $7,248-88.7% | $6,149-86.6% | $13,397-93.9% |