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 | $15,203 | $90,348-83.2% | $75,972-80.0% | $145,922-89.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 14.35% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,481 | $3,311-25.1% | $2,685-7.6% | $4,660-46.8% |
| Participant deferral / active EE | $4,728 | $5,162-8.4% | $4,255+11.1% | $6,688-29.3% |
| Admin fee / account holder | $1,143 | $8,467-86.5% | $6,467-82.3% | $13,397-91.5% |