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 | $9,961 | $70,606-85.9% | $53,898-81.5% | $142,382-93.0% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 20.16% | 619.81%-599.7pp | 528.60%-508.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $769 | $1,202-36.1% | $932-17.5% | $4,299-82.1% |
| Participant deferral / active EE | $3,345 | $2,364+41.5% | $1,826+83.1% | $6,507-48.6% |
| Admin fee / account holder | $562 | $2,852-80.3% | $2,491-77.4% | $12,624-95.6% |