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 | $9,543 | $114,381-91.7% | $107,525-91.1% | $142,382-93.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 23.70% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,155 | $4,015-71.2% | $3,754-69.2% | $4,299-73.1% |
| Participant deferral / active EE | $1,880 | $5,564-66.2% | $5,116-63.3% | $6,507-71.1% |
| Admin fee / account holder | $352 | $9,860-96.4% | $8,919-96.1% | $12,624-97.2% |