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 | $72,071-93.0% | $68,368-92.6% | $137,256-96.3% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 25.10% | 353.14%-328.0pp | 292.57%-267.5pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,103 | $2,788-60.4% | $2,649-58.4% | $4,156-73.5% |
| Participant deferral / active EE | $1,358 | $4,410-69.2% | $4,123-67.1% | $6,407-78.8% |
| Admin fee / account holder | $916 | $5,336-82.8% | $5,150-82.2% | $12,270-92.5% |