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 | $11,991 | $111,724-89.3% | $93,606-87.2% | $145,922-91.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 31.02% | 202.98%-172.0pp | 133.20%-102.2pp | 561.29%-530.3pp |
| Employer contribution / active EE | $2,910 | $3,090-5.8% | $2,420+20.3% | $4,660-37.5% |
| Participant deferral / active EE | $5,732 | $4,912+16.7% | $4,411+29.9% | $6,688-14.3% |
| Admin fee / account holder | $411 | $10,250-96.0% | $8,285-95.0% | $13,397-96.9% |