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 | $100,773-93.7% | $88,946-92.9% | $142,382-95.5% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.8%+26.6pp | 80.1%+15.3pp |
| Annual return | 22.60% | 70.18%-47.6pp | 57.82%-35.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,463 | $2,918-49.9% | $2,555-42.7% | $4,299-66.0% |
| Participant deferral / active EE | $2,028 | $5,230-61.2% | $4,581-55.7% | $6,507-68.8% |
| Admin fee / account holder | $1,146 | $9,693-88.2% | $8,261-86.1% | $12,624-90.9% |