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 | $75,120 | $30,400+147.1% | $53,898+39.4% | $84,808-11.4% |
| Participation rate | 70.6% | 46.4%+24.1pp | 55.0%+15.6pp | 68.3%+2.3pp |
| Annual return | 17.41% | 500.19%-482.8pp | 528.60%-511.2pp | 40.90%-23.5pp |
| Employer contribution / active EE | $661 | $603+9.7% | $932-29.1% | $2,631-74.9% |
| Participant deferral / active EE | $1,474 | $1,199+23.0% | $1,826-19.3% | $4,212-65.0% |
| Admin fee / account holder | $4,769 | $1,993+139.3% | $2,491+91.5% | $7,344-35.1% |