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 3-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 | $9,030 | $100,773-91.0% | $88,946-89.8% | $142,382-93.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 25.26% | 70.18%-44.9pp | 57.82%-32.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,735 | $2,918-40.5% | $2,555-32.1% | $4,299-59.7% |
| Participant deferral / active EE | $1,967 | $5,230-62.4% | $4,581-57.1% | $6,507-69.8% |
| Admin fee / account holder | $885 | $9,693-90.9% | $8,261-89.3% | $12,624-93.0% |