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 | $10,258 | $114,381-91.0% | $107,525-90.5% | $142,382-92.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 29.98% | 242.71%-212.7pp | 181.32%-151.3pp | 217.08%-187.1pp |
| Employer contribution / active EE | $1,586 | $4,015-60.5% | $3,754-57.8% | $4,299-63.1% |
| Participant deferral / active EE | $1,959 | $5,564-64.8% | $5,116-61.7% | $6,507-69.9% |
| Admin fee / account holder | $1,842 | $9,860-81.3% | $8,919-79.3% | $12,624-85.4% |