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 | $8,016 | $54,705-85.3% | $71,209-88.7% | $84,808-90.5% |
| Participation rate | 98.2% | 64.1%+34.1pp | 73.8%+24.4pp | 68.3%+29.9pp |
| Annual return | 17.79% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,333 | $2,158-38.2% | $2,721-51.0% | $2,631-49.4% |
| Participant deferral / active EE | $607 | $3,030-80.0% | $4,175-85.5% | $4,212-85.6% |
| Admin fee / account holder | $572 | $4,863-88.2% | $5,349-89.3% | $7,344-92.2% |