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 3-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 | $8,862 | $100,773-91.2% | $88,946-90.0% | $142,382-93.8% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 20.89% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $965 | $2,918-66.9% | $2,555-62.2% | $4,299-77.6% |
| Participant deferral / active EE | $2,258 | $5,230-56.8% | $4,581-50.7% | $6,507-65.3% |
| Admin fee / account holder | $328 | $9,693-96.6% | $8,261-96.0% | $12,624-97.4% |