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 | $11,726 | $54,705-78.6% | $71,209-83.5% | $84,808-86.2% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.8%+23.3pp | 68.3%+28.7pp |
| Annual return | 20.45% | 35.90%-15.4pp | 282.51%-262.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,615 | $2,158-25.2% | $2,721-40.7% | $2,631-38.6% |
| Participant deferral / active EE | $2,288 | $3,030-24.5% | $4,175-45.2% | $4,212-45.7% |
| Admin fee / account holder | $531 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |