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 | $14,228 | $100,773-85.9% | $88,946-84.0% | $142,382-90.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 23.32% | 70.18%-46.9pp | 57.82%-34.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,677 | $2,918-42.5% | $2,555-34.4% | $4,299-61.0% |
| Participant deferral / active EE | $2,453 | $5,230-53.1% | $4,581-46.5% | $6,507-62.3% |
| Admin fee / account holder | $514 | $9,693-94.7% | $8,261-93.8% | $12,624-95.9% |