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 | $70,606-80.9% | $53,898-74.9% | $142,382-90.5% |
| Participation rate | 76.2% | 63.7%+12.5pp | 55.0%+21.2pp | 80.1%-3.9pp |
| Annual return | 25.91% | 619.81%-593.9pp | 528.60%-502.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $491 | $1,202-59.1% | $932-47.3% | $4,299-88.6% |
| Participant deferral / active EE | $791 | $2,364-66.6% | $1,826-56.7% | $6,507-87.9% |
| Admin fee / account holder | $1,810 | $2,852-36.5% | $2,491-27.3% | $12,624-85.7% |