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 | $9,316 | $70,606-86.8% | $53,898-82.7% | $142,382-93.5% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 10.03% | 619.81%-609.8pp | 528.60%-518.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,662 | $1,202+38.2% | $932+78.3% | $4,299-61.3% |
| Participant deferral / active EE | $799 | $2,364-66.2% | $1,826-56.3% | $6,507-87.7% |
| Admin fee / account holder | $1,450 | $2,852-49.2% | $2,491-41.8% | $12,624-88.5% |