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 | $27,892 | $30,400-8.3% | $53,898-48.3% | $84,808-67.1% |
| Participation rate | 76.0% | 46.4%+29.6pp | 55.0%+21.0pp | 68.3%+7.7pp |
| Annual return | 17.10% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $812 | $603+34.7% | $932-12.9% | $2,631-69.1% |
| Participant deferral / active EE | $1,360 | $1,199+13.5% | $1,826-25.5% | $4,212-67.7% |
| Admin fee / account holder | $2,097 | $1,993+5.2% | $2,491-15.8% | $7,344-71.4% |