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 | $8,188 | $72,071-88.6% | $68,368-88.0% | $137,256-94.0% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 26.46% | 353.14%-326.7pp | 292.57%-266.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $2,543 | $2,788-8.8% | $2,649-4.0% | $4,156-38.8% |
| Participant deferral / active EE | $4,473 | $4,410+1.4% | $4,123+8.5% | $6,407-30.2% |
| Admin fee / account holder | $720 | $5,336-86.5% | $5,150-86.0% | $12,270-94.1% |