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 | $13,673 | $74,888-81.7% | $71,209-80.8% | $142,382-90.4% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 61.08% | 345.14%-284.1pp | 282.51%-221.4pp | 217.08%-156.0pp |
| Employer contribution / active EE | $912 | $2,854-68.0% | $2,721-66.5% | $4,299-78.8% |
| Participant deferral / active EE | $2,423 | $4,454-45.6% | $4,175-42.0% | $6,507-62.8% |
| Admin fee / account holder | $616 | $5,568-88.9% | $5,349-88.5% | $12,624-95.1% |