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 | $10,134 | $104,974-90.3% | $95,585-89.4% | $142,382-92.9% |
| Participation rate | 92.9% | 75.0%+17.9pp | 72.1%+20.8pp | 80.1%+12.7pp |
| Annual return | 21.14% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,077 | $2,779-61.2% | $2,527-57.4% | $4,299-74.9% |
| Participant deferral / active EE | $1,664 | $4,352-61.8% | $4,023-58.6% | $6,507-74.4% |
| Admin fee / account holder | $1,366 | $6,386-78.6% | $6,127-77.7% | $12,624-89.2% |