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 | $8,456 | $80,717-89.5% | $154,803-94.5% | $84,808-90.0% |
| Participation rate | 91.5% | 66.8%+24.7pp | 78.1%+13.4pp | 68.3%+23.2pp |
| Annual return | 214.76% | 37.96%+176.8pp | 58.88%+155.9pp | 40.90%+173.9pp |
| Employer contribution / active EE | $1,754 | $2,761-36.5% | $4,305-59.3% | $2,631-33.3% |
| Participant deferral / active EE | $3,638 | $3,303+10.1% | $5,540-34.3% | $4,212-13.6% |
| Admin fee / account holder | $335 | $6,746-95.0% | $14,329-97.7% | $7,344-95.4% |