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 | $10,791 | $70,756-84.7% | $65,493-83.5% | $142,382-92.4% |
| Participation rate | 70.6% | 77.4%-6.8pp | 73.1%-2.5pp | 80.1%-9.5pp |
| Annual return | 24.35% | 1754.89%-1730.5pp | 982.45%-958.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,168 | $2,881-59.5% | $2,574-54.6% | $4,299-72.8% |
| Participant deferral / active EE | $2,469 | $4,637-46.8% | $3,961-37.7% | $6,507-62.1% |
| Admin fee / account holder | $1,537 | $6,559-76.6% | $5,028-69.4% | $12,624-87.8% |