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 | $9,324 | $69,207-86.5% | $64,056-85.4% | $139,434-93.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 33.50% | 45.88%-12.4pp | 33.69%-0.2pp | 372.94%-339.4pp |
| Employer contribution / active EE | $866 | $3,182-72.8% | $2,747-68.5% | $4,751-81.8% |
| Participant deferral / active EE | $5,642 | $4,682+20.5% | $3,880+45.4% | $6,710-15.9% |
| Admin fee / account holder | $464 | $4,244-89.1% | $3,068-84.9% | $11,403-95.9% |