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 | $11,348 | $74,888-84.8% | $71,209-84.1% | $142,382-92.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 24.57% | 345.14%-320.6pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,411 | $2,854-50.6% | $2,721-48.1% | $4,299-67.2% |
| Participant deferral / active EE | $2,426 | $4,454-45.5% | $4,175-41.9% | $6,507-62.7% |
| Admin fee / account holder | $1,262 | $5,568-77.3% | $5,349-76.4% | $12,624-90.0% |