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 | $5,195 | $70,606-92.6% | $53,898-90.4% | $142,382-96.4% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 25.59% | 619.81%-594.2pp | 528.60%-503.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,083 | $1,202-9.9% | $932+16.2% | $4,299-74.8% |
| Participant deferral / active EE | $1,404 | $2,364-40.6% | $1,826-23.1% | $6,507-78.4% |
| Admin fee / account holder | $549 | $2,852-80.8% | $2,491-78.0% | $12,624-95.7% |