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 | $15,045 | $96,635-84.4% | $86,612-82.6% | $139,434-89.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 27.56% | 106.41%-78.9pp | 591.07%-563.5pp | 372.94%-345.4pp |
| Employer contribution / active EE | $1,676 | $3,263-48.6% | $3,022-44.6% | $4,751-64.7% |
| Participant deferral / active EE | $3,804 | $4,836-21.3% | $4,438-14.3% | $6,710-43.3% |
| Admin fee / account holder | $801 | $6,408-87.5% | $5,614-85.7% | $11,403-93.0% |