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 4-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 | $8,664 | $123,909-93.0% | $69,647-87.6% | $145,922-94.1% |
| Participation rate | 76.5% | 69.2%+7.3pp | 66.5%+10.0pp | 80.3%-3.8pp |
| Annual return | 13.57% | 190.55%-177.0pp | 100.48%-86.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,193 | $2,682-55.5% | $1,712-30.3% | $4,660-74.4% |
| Participant deferral / active EE | $2,268 | $4,236-46.5% | $2,886-21.4% | $6,688-66.1% |
| Admin fee / account holder | $1,185 | $7,863-84.9% | $4,713-74.9% | $13,397-91.2% |