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 | $6,346 | $97,125-93.5% | $86,233-92.6% | $137,256-95.4% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.0%+26.4pp | 80.0%+15.5pp |
| Annual return | 22.60% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,463 | $2,841-48.5% | $2,504-41.6% | $4,156-64.8% |
| Participant deferral / active EE | $2,028 | $5,180-60.8% | $4,559-55.5% | $6,407-68.3% |
| Admin fee / account holder | $1,146 | $9,725-88.2% | $8,342-86.3% | $12,270-90.7% |