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 6-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 | $13,265 | $72,400-81.7% | $67,502-80.3% | $145,922-90.9% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 11.75% | 7182.46%-7170.7pp | 3512.12%-3500.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $958 | $3,069-68.8% | $2,731-64.9% | $4,660-79.4% |
| Participant deferral / active EE | $1,483 | $4,783-69.0% | $4,000-62.9% | $6,688-77.8% |
| Admin fee / account holder | $2,317 | $5,539-58.2% | $3,998-42.0% | $13,397-82.7% |