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 | $100,773-89.2% | $88,946-87.7% | $142,382-92.3% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.8%+7.6pp | 80.1%-3.6pp |
| Annual return | 22.59% | 70.18%-47.6pp | 57.82%-35.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $859 | $2,918-70.6% | $2,555-66.4% | $4,299-80.0% |
| Participant deferral / active EE | $3,066 | $5,230-41.4% | $4,581-33.1% | $6,507-52.9% |
| Admin fee / account holder | $1,690 | $9,693-82.6% | $8,261-79.5% | $12,624-86.6% |