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 | $6,321 | $70,606-91.0% | $53,898-88.3% | $142,382-95.6% |
| Participation rate | 84.2% | 63.7%+20.5pp | 55.0%+29.2pp | 80.1%+4.1pp |
| Annual return | 15.78% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $632 | $1,202-47.4% | $932-32.2% | $4,299-85.3% |
| Participant deferral / active EE | $1,030 | $2,364-56.4% | $1,826-43.6% | $6,507-84.2% |
| Admin fee / account holder | $587 | $2,852-79.4% | $2,491-76.4% | $12,624-95.3% |