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 | $12,663 | $100,773-87.4% | $88,946-85.8% | $142,382-91.1% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 21.07% | 70.18%-49.1pp | 57.82%-36.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,749 | $2,918-40.1% | $2,555-31.6% | $4,299-59.3% |
| Participant deferral / active EE | $1,944 | $5,230-62.8% | $4,581-57.6% | $6,507-70.1% |
| Admin fee / account holder | $378 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |