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 | $11,876 | $97,125-87.8% | $86,233-86.2% | $137,256-91.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 21.27% | 74.19%-52.9pp | 61.39%-40.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $573 | $2,841-79.8% | $2,504-77.1% | $4,156-86.2% |
| Participant deferral / active EE | $2,330 | $5,180-55.0% | $4,559-48.9% | $6,407-63.6% |
| Admin fee / account holder | $639 | $9,725-93.4% | $8,342-92.3% | $12,270-94.8% |