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 | $8,443 | $22,587-62.6% | $65,255-87.1% | $75,163-88.8% |
| Participation rate | 92.6% | 63.1%+29.5pp | 65.0%+27.6pp | 67.2%+25.4pp |
| Annual return | 22.87% | 71.03%-48.2pp | 47.35%-24.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,093 | $941+16.3% | $1,691-35.3% | $2,670-59.0% |
| Participant deferral / active EE | $3,039 | $1,695+79.3% | $2,831+7.4% | $4,125-26.3% |
| Admin fee / account holder | $567 | $1,876-69.8% | $4,112-86.2% | $5,651-90.0% |