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 5-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 | $14,228 | $96,305-85.2% | $80,569-82.3% | $139,434-89.8% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 32.53% | 1350.08%-1317.6pp | 935.43%-902.9pp | 372.94%-340.4pp |
| Employer contribution / active EE | $1,339 | $3,262-59.0% | $2,723-50.9% | $4,751-71.8% |
| Participant deferral / active EE | $4,515 | $5,232-13.7% | $4,447+1.5% | $6,710-32.7% |
| Admin fee / account holder | $380 | $6,599-94.2% | $5,377-92.9% | $11,403-96.7% |