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 7-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 | $10,895 | $74,888-85.5% | $71,209-84.7% | $142,382-92.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 18.97% | 345.14%-326.2pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,188 | $2,854-58.4% | $2,721-56.3% | $4,299-72.4% |
| Participant deferral / active EE | $3,032 | $4,454-31.9% | $4,175-27.4% | $6,507-53.4% |
| Admin fee / account holder | $662 | $5,568-88.1% | $5,349-87.6% | $12,624-94.8% |