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 | $14,497 | $101,618-85.7% | $93,063-84.4% | $137,256-89.4% |
| Participation rate | 72.7% | 74.9%-2.2pp | 72.1%+0.6pp | 80.0%-7.2pp |
| Annual return | 19.92% | 223.95%-204.0pp | 34.15%-14.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,150 | $2,707-57.5% | $2,476-53.6% | $4,156-72.3% |
| Participant deferral / active EE | $2,155 | $4,279-49.6% | $3,958-45.6% | $6,407-66.4% |
| Admin fee / account holder | $505 | $6,198-91.9% | $6,033-91.6% | $12,270-95.9% |