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 | $15,252 | $70,606-78.4% | $53,898-71.7% | $142,382-89.3% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 11.37% | 619.81%-608.4pp | 528.60%-517.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,093 | $1,202-9.0% | $932+17.3% | $4,299-74.6% |
| Participant deferral / active EE | $3,284 | $2,364+38.9% | $1,826+79.8% | $6,507-49.5% |
| Admin fee / account holder | $1,763 | $2,852-38.2% | $2,491-29.2% | $12,624-86.0% |