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 | $4,652 | $67,823-93.1% | $52,425-91.1% | $137,256-96.6% |
| Participation rate | 72.7% | 63.9%+8.8pp | 55.6%+17.1pp | 80.0%-7.2pp |
| Annual return | 21.58% | 219.11%-197.5pp | 302.12%-280.5pp | 220.34%-198.8pp |
| Employer contribution / active EE | $423 | $1,163-63.7% | $914-53.8% | $4,156-89.8% |
| Participant deferral / active EE | $1,301 | $2,288-43.1% | $1,790-27.3% | $6,407-79.7% |
| Admin fee / account holder | $590 | $2,844-79.3% | $2,495-76.4% | $12,270-95.2% |