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 | $15,729 | $104,974-85.0% | $95,585-83.5% | $142,382-89.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 24.42% | 210.33%-185.9pp | 38.56%-14.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,523 | $2,779-45.2% | $2,527-39.7% | $4,299-64.6% |
| Participant deferral / active EE | $3,458 | $4,352-20.6% | $4,023-14.0% | $6,507-46.9% |
| Admin fee / account holder | $656 | $6,386-89.7% | $6,127-89.3% | $12,624-94.8% |