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 | $7,021 | $70,606-90.1% | $53,898-87.0% | $142,382-95.1% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 8.57% | 619.81%-611.2pp | 528.60%-520.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $684 | $1,202-43.1% | $932-26.6% | $4,299-84.1% |
| Participant deferral / active EE | $684 | $2,364-71.1% | $1,826-62.6% | $6,507-89.5% |
| Admin fee / account holder | $3,921 | $2,852+37.5% | $2,491+57.4% | $12,624-68.9% |