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 | $100,773-84.5% | $88,946-82.4% | $142,382-89.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 22.82% | 70.18%-47.4pp | 57.82%-35.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,217 | $2,918-58.3% | $2,555-52.4% | $4,299-71.7% |
| Participant deferral / active EE | $1,314 | $5,230-74.9% | $4,581-71.3% | $6,507-79.8% |
| Admin fee / account holder | $740 | $9,693-92.4% | $8,261-91.0% | $12,624-94.1% |