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 | $13,845 | $100,773-86.3% | $88,946-84.4% | $142,382-90.3% |
| Participation rate | 72.7% | 74.3%-1.6pp | 68.8%+3.9pp | 80.1%-7.4pp |
| Annual return | 24.44% | 70.18%-45.7pp | 57.82%-33.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,585 | $2,918-45.7% | $2,555-38.0% | $4,299-63.1% |
| Participant deferral / active EE | $2,319 | $5,230-55.7% | $4,581-49.4% | $6,507-64.4% |
| Admin fee / account holder | $715 | $9,693-92.6% | $8,261-91.3% | $12,624-94.3% |