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 | $11,169 | $114,381-90.2% | $107,525-89.6% | $142,382-92.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 25.56% | 242.71%-217.2pp | 181.32%-155.8pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,257 | $4,015-68.7% | $3,754-66.5% | $4,299-70.8% |
| Participant deferral / active EE | $2,073 | $5,564-62.7% | $5,116-59.5% | $6,507-68.1% |
| Admin fee / account holder | $877 | $9,860-91.1% | $8,919-90.2% | $12,624-93.1% |