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 | $8,357 | $67,823-87.7% | $52,425-84.1% | $137,256-93.9% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 23.35% | 219.11%-195.8pp | 302.12%-278.8pp | 220.34%-197.0pp |
| Employer contribution / active EE | $911 | $1,163-21.7% | $914-0.3% | $4,156-78.1% |
| Participant deferral / active EE | $1,939 | $2,288-15.3% | $1,790+8.3% | $6,407-69.7% |
| Admin fee / account holder | $743 | $2,844-73.9% | $2,495-70.2% | $12,270-93.9% |