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 | $53,516-78.9% | $126,539-91.1% | $84,808-86.7% |
| Participation rate | 76.9% | 58.2%+18.7pp | 69.8%+7.1pp | 68.3%+8.6pp |
| Annual return | 40.74% | 58.34%-17.6pp | 425.95%-385.2pp | 40.90%-0.2pp |
| Employer contribution / active EE | $805 | $1,535-47.5% | $3,674-78.1% | $2,631-69.4% |
| Participant deferral / active EE | $2,631 | $2,671-1.5% | $4,083-35.6% | $4,212-37.5% |
| Admin fee / account holder | $759 | $4,497-83.1% | $6,065-87.5% | $7,344-89.7% |