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 | $15,657 | $97,125-83.9% | $86,233-81.8% | $137,256-88.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 22.82% | 74.19%-51.4pp | 61.39%-38.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $1,217 | $2,841-57.2% | $2,504-51.4% | $4,156-70.7% |
| Participant deferral / active EE | $1,314 | $5,180-74.6% | $4,559-71.2% | $6,407-79.5% |
| Admin fee / account holder | $740 | $9,725-92.4% | $8,342-91.1% | $12,270-94.0% |