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 6-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 | $27,791 | $99,877-72.2% | $84,966-67.3% | $145,922-81.0% |
| Participation rate | 73.9% | 74.1%-0.2pp | 67.5%+6.4pp | 80.3%-6.4pp |
| Annual return | 9.04% | 83.76%-74.7pp | 66.38%-57.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $757 | $3,231-76.6% | $2,727-72.2% | $4,660-83.7% |
| Participant deferral / active EE | $2,123 | $5,291-59.9% | $4,519-53.0% | $6,688-68.3% |
| Admin fee / account holder | $350 | $7,248-95.2% | $6,149-94.3% | $13,397-97.4% |