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 | $8,357 | $70,606-88.2% | $53,898-84.5% | $142,382-94.1% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 23.35% | 619.81%-596.5pp | 528.60%-505.3pp | 217.08%-193.7pp |
| Employer contribution / active EE | $911 | $1,202-24.2% | $932-2.3% | $4,299-78.8% |
| Participant deferral / active EE | $1,939 | $2,364-18.0% | $1,826+6.2% | $6,507-70.2% |
| Admin fee / account holder | $743 | $2,852-73.9% | $2,491-70.2% | $12,624-94.1% |