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 5-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 | $10,081 | $85,022-88.1% | $70,515-85.7% | $139,434-92.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 22.01% | 30.38%-8.4pp | 32.77%-10.8pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,334 | $3,909-65.9% | $2,973-55.1% | $4,751-71.9% |
| Participant deferral / active EE | $2,217 | $5,890-62.4% | $4,567-51.5% | $6,710-67.0% |
| Admin fee / account holder | $338 | $8,906-96.2% | $6,412-94.7% | $11,403-97.0% |