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 | $90,348-84.4% | $75,972-81.5% | $145,922-90.4% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.1%+7.9pp | 80.3%-3.4pp |
| Annual return | 17.79% | 620.88%-603.1pp | 359.55%-341.8pp | 561.29%-543.5pp |
| Employer contribution / active EE | $952 | $3,311-71.3% | $2,685-64.6% | $4,660-79.6% |
| Participant deferral / active EE | $1,720 | $5,162-66.7% | $4,255-59.6% | $6,688-74.3% |
| Admin fee / account holder | $1,846 | $8,467-78.2% | $6,467-71.5% | $13,397-86.2% |