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 | $8,119 | $88,710-90.8% | $81,783-90.1% | $145,959-94.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.77% | 1027.26%-1017.5pp | 775.05%-765.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $994 | $3,083-67.8% | $2,913-65.9% | $4,661-78.7% |
| Participant deferral / active EE | $1,933 | $4,645-58.4% | $4,320-55.2% | $6,689-71.1% |
| Admin fee / account holder | $1,061 | $8,407-87.4% | $7,380-85.6% | $13,398-92.1% |