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 | $6,403 | $69,207-90.7% | $64,056-90.0% | $139,434-95.4% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 39.98% | 45.88%-5.9pp | 33.69%+6.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $1,935 | $3,182-39.2% | $2,747-29.5% | $4,751-59.3% |
| Participant deferral / active EE | $2,325 | $4,682-50.3% | $3,880-40.1% | $6,710-65.3% |
| Admin fee / account holder | $895 | $4,244-78.9% | $3,068-70.8% | $11,403-92.2% |