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 | $22,902 | $210,648-89.1% | $177,989-87.1% | $145,922-84.3% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 26.54% | 385.86%-359.3pp | 294.48%-267.9pp | 561.29%-534.7pp |
| Employer contribution / active EE | $2,838 | $4,565-37.8% | $3,949-28.1% | $4,660-39.1% |
| Participant deferral / active EE | $8,665 | $6,958+24.5% | $6,276+38.1% | $6,688+29.6% |
| Admin fee / account holder | $1,238 | $12,013-89.7% | $10,363-88.1% | $13,397-90.8% |