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 7-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 | $19,379 | $210,648-90.8% | $177,989-89.1% | $145,922-86.7% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.28% | 385.86%-372.6pp | 294.48%-281.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $953 | $4,565-79.1% | $3,949-75.9% | $4,660-79.5% |
| Participant deferral / active EE | $1,529 | $6,958-78.0% | $6,276-75.6% | $6,688-77.1% |
| Admin fee / account holder | $436 | $12,013-96.4% | $10,363-95.8% | $13,397-96.7% |