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 | $36,337 | $111,754-67.5% | $103,333-64.8% | $145,922-75.1% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.83% | 24.77%-7.9pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,771 | $4,212-58.0% | $3,868-54.2% | $4,660-62.0% |
| Participant deferral / active EE | $11,236 | $5,619+100.0% | $5,057+122.2% | $6,688+68.0% |
| Admin fee / account holder | $530 | $9,750-94.6% | $8,355-93.7% | $13,397-96.0% |