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 5-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 | $16,259 | $72,400-77.5% | $67,502-75.9% | $145,922-88.9% |
| Participation rate | 88.2% | 76.9%+11.4pp | 72.9%+15.4pp | 80.3%+8.0pp |
| Annual return | 11.20% | 7182.46%-7171.3pp | 3512.12%-3500.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,871 | $3,069-39.0% | $2,731-31.5% | $4,660-59.8% |
| Participant deferral / active EE | $2,453 | $4,783-48.7% | $4,000-38.7% | $6,688-63.3% |
| Admin fee / account holder | $771 | $5,539-86.1% | $3,998-80.7% | $13,397-94.2% |