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 | $4,912 | $88,751-94.5% | $81,812-94.0% | $145,922-96.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 13.84% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $615 | $3,083-80.1% | $2,912-78.9% | $4,660-86.8% |
| Participant deferral / active EE | $1,027 | $4,643-77.9% | $4,319-76.2% | $6,688-84.6% |
| Admin fee / account holder | $897 | $8,415-89.3% | $7,386-87.9% | $13,397-93.3% |