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 | $9,840 | $149,040-93.4% | $120,225-91.8% | $137,256-92.8% |
| Participation rate | 93.8% | 75.4%+18.3pp | 69.6%+24.2pp | 80.0%+13.8pp |
| Annual return | 22.67% | 605.68%-583.0pp | 439.23%-416.6pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,552 | $4,350-64.3% | $3,475-55.4% | $4,156-62.7% |
| Participant deferral / active EE | $1,931 | $4,655-58.5% | $3,999-51.7% | $6,407-69.9% |
| Admin fee / account holder | $868 | $6,348-86.3% | $5,696-84.8% | $12,270-92.9% |