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 4-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 | $5,356 | $22,587-76.3% | $65,255-91.8% | $75,163-92.9% |
| Participation rate | 70.0% | 63.1%+6.9pp | 65.0%+5.0pp | 67.2%+2.8pp |
| Annual return | 55.16% | 71.03%-15.9pp | 47.35%+7.8pp | 160.62%-105.5pp |
| Employer contribution / active EE | $1,114 | $941+18.4% | $1,691-34.1% | $2,670-58.3% |
| Participant deferral / active EE | $3,662 | $1,695+116.0% | $2,831+29.3% | $4,125-11.2% |
| Admin fee / account holder | $469 | $1,876-75.0% | $4,112-88.6% | $5,651-91.7% |