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 | $7,645 | $70,606-89.2% | $53,898-85.8% | $142,382-94.6% |
| Participation rate | 73.3% | 63.7%+9.6pp | 55.0%+18.4pp | 80.1%-6.8pp |
| Annual return | 25.18% | 619.81%-594.6pp | 528.60%-503.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,194 | $2,364-7.2% | $1,826+20.2% | $6,507-66.3% |
| Admin fee / account holder | $453 | $2,852-84.1% | $2,491-81.8% | $12,624-96.4% |