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 | $8,030 | $100,773-92.0% | $88,946-91.0% | $142,382-94.4% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 19.81% | 70.18%-50.4pp | 57.82%-38.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,918 | $2,918-34.3% | $2,555-24.9% | $4,299-55.4% |
| Participant deferral / active EE | $2,283 | $5,230-56.3% | $4,581-50.2% | $6,507-64.9% |
| Admin fee / account holder | $777 | $9,693-92.0% | $8,261-90.6% | $12,624-93.8% |