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 | $3,497 | $67,823-94.8% | $52,425-93.3% | $137,256-97.5% |
| Participation rate | 79.2% | 63.9%+15.3pp | 55.6%+23.5pp | 80.0%-0.8pp |
| Annual return | 18.97% | 219.11%-200.1pp | 302.12%-283.2pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,183 | $2,288-48.3% | $1,790-33.9% | $6,407-81.5% |
| Admin fee / account holder | $538 | $2,844-81.1% | $2,495-78.4% | $12,270-95.6% |