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 | $8,701 | $99,877-91.3% | $84,966-89.8% | $145,922-94.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 13.44% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,386 | $3,231-26.2% | $2,727-12.5% | $4,660-48.8% |
| Participant deferral / active EE | $3,679 | $5,291-30.5% | $4,519-18.6% | $6,688-45.0% |
| Admin fee / account holder | $3,632 | $7,248-49.9% | $6,149-40.9% | $13,397-72.9% |