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 | $11,267 | $52,353-78.5% | $120,225-90.6% | $82,448-86.3% |
| Participation rate | 76.9% | 58.3%+18.6pp | 69.6%+7.3pp | 68.1%+8.9pp |
| Annual return | 40.74% | 61.85%-21.1pp | 439.23%-398.5pp | 41.64%-0.9pp |
| Employer contribution / active EE | $805 | $1,510-46.7% | $3,475-76.8% | $2,551-68.4% |
| Participant deferral / active EE | $2,631 | $2,627+0.2% | $3,999-34.2% | $4,139-36.4% |
| Admin fee / account holder | $759 | $4,363-82.6% | $5,696-86.7% | $7,234-89.5% |