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 | $12,581 | $70,606-82.2% | $53,898-76.7% | $142,382-91.2% |
| Participation rate | 81.3% | 63.7%+17.5pp | 55.0%+26.3pp | 80.1%+1.1pp |
| Annual return | 18.77% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,260 | $1,202+4.8% | $932+35.2% | $4,299-70.7% |
| Participant deferral / active EE | $2,455 | $2,364+3.9% | $1,826+34.4% | $6,507-62.3% |
| Admin fee / account holder | $1,979 | $2,852-30.6% | $2,491-20.5% | $12,624-84.3% |