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 | $5,778 | $72,071-92.0% | $68,368-91.5% | $137,256-95.8% |
| Participation rate | 78.3% | 76.2%+2.0pp | 73.8%+4.5pp | 80.0%-1.7pp |
| Annual return | 26.24% | 353.14%-326.9pp | 292.57%-266.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $873 | $2,788-68.7% | $2,649-67.0% | $4,156-79.0% |
| Participant deferral / active EE | $2,761 | $4,410-37.4% | $4,123-33.0% | $6,407-56.9% |
| Admin fee / account holder | $2,698 | $5,336-49.4% | $5,150-47.6% | $12,270-78.0% |