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 | $14,056 | $90,397-84.5% | $76,002-81.5% | $145,959-90.4% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.1%+7.8pp | 80.3%-3.4pp |
| Annual return | 17.79% | 621.97%-604.2pp | 360.07%-342.3pp | 561.95%-544.2pp |
| Employer contribution / active EE | $952 | $3,317-71.3% | $2,688-64.6% | $4,661-79.6% |
| Participant deferral / active EE | $1,720 | $5,163-66.7% | $4,257-59.6% | $6,689-74.3% |
| Admin fee / account holder | $1,846 | $8,369-77.9% | $6,414-71.2% | $13,398-86.2% |