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 | $12,323 | $100,773-87.8% | $88,946-86.1% | $142,382-91.3% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 24.80% | 70.18%-45.4pp | 57.82%-33.0pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,221 | $2,918-58.1% | $2,555-52.2% | $4,299-71.6% |
| Participant deferral / active EE | $3,343 | $5,230-36.1% | $4,581-27.0% | $6,507-48.6% |
| Admin fee / account holder | $810 | $9,693-91.6% | $8,261-90.2% | $12,624-93.6% |