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 | $10,917 | $97,125-88.8% | $86,233-87.3% | $137,256-92.0% |
| Participation rate | 76.5% | 74.2%+2.3pp | 69.0%+7.5pp | 80.0%-3.5pp |
| Annual return | 22.59% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $859 | $2,841-69.8% | $2,504-65.7% | $4,156-79.3% |
| Participant deferral / active EE | $3,066 | $5,180-40.8% | $4,559-32.7% | $6,407-52.1% |
| Admin fee / account holder | $1,690 | $9,725-82.6% | $8,342-79.7% | $12,270-86.2% |