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 | $11,317 | $100,773-88.8% | $88,946-87.3% | $142,382-92.1% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 22.94% | 70.18%-47.2pp | 57.82%-34.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,534 | $2,918-47.4% | $2,555-40.0% | $4,299-64.3% |
| Participant deferral / active EE | $2,798 | $5,230-46.5% | $4,581-38.9% | $6,507-57.0% |
| Admin fee / account holder | $2,299 | $9,693-76.3% | $8,261-72.2% | $12,624-81.8% |