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 | $5,041 | $74,888-93.3% | $71,209-92.9% | $142,382-96.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 25.10% | 345.14%-320.0pp | 282.51%-257.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $1,103 | $2,854-61.4% | $2,721-59.5% | $4,299-74.3% |
| Participant deferral / active EE | $1,358 | $4,454-69.5% | $4,175-67.5% | $6,507-79.1% |
| Admin fee / account holder | $916 | $5,568-83.5% | $5,349-82.9% | $12,624-92.7% |