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 | $4,826 | $104,974-95.4% | $95,585-95.0% | $142,382-96.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 12.14% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $648 | $2,779-76.7% | $2,527-74.3% | $4,299-84.9% |
| Participant deferral / active EE | $689 | $4,352-84.2% | $4,023-82.9% | $6,507-89.4% |
| Admin fee / account holder | $908 | $6,386-85.8% | $6,127-85.2% | $12,624-92.8% |