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 | $13,518 | $67,823-80.1% | $52,425-74.2% | $137,256-90.2% |
| Participation rate | 76.2% | 63.9%+12.3pp | 55.6%+20.6pp | 80.0%-3.8pp |
| Annual return | 25.91% | 219.11%-193.2pp | 302.12%-276.2pp | 220.34%-194.4pp |
| Employer contribution / active EE | $491 | $1,163-57.8% | $914-46.3% | $4,156-88.2% |
| Participant deferral / active EE | $791 | $2,288-65.4% | $1,790-55.8% | $6,407-87.7% |
| Admin fee / account holder | $1,810 | $2,844-36.4% | $2,495-27.5% | $12,270-85.3% |