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 | $10,084 | $111,535-91.0% | $105,223-90.4% | $137,256-92.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 22.73% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,256 | $3,939-68.1% | $3,689-65.9% | $4,156-69.8% |
| Participant deferral / active EE | $2,510 | $5,500-54.4% | $5,072-50.5% | $6,407-60.8% |
| Admin fee / account holder | $530 | $9,721-94.5% | $8,859-94.0% | $12,270-95.7% |