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 | $67,823-90.7% | $52,425-87.9% | $137,256-95.4% |
| Participation rate | 84.2% | 63.9%+20.3pp | 55.6%+28.6pp | 80.0%+4.3pp |
| Annual return | 15.78% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.6pp |
| Employer contribution / active EE | $632 | $1,163-45.6% | $914-30.8% | $4,156-84.8% |
| Participant deferral / active EE | $1,030 | $2,288-55.0% | $1,790-42.5% | $6,407-83.9% |
| Admin fee / account holder | $587 | $2,844-79.3% | $2,495-76.5% | $12,270-95.2% |