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 | $72,071-81.0% | $68,368-80.0% | $137,256-90.0% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.0%-1.4pp |
| Annual return | 61.08% | 353.14%-292.1pp | 292.57%-231.5pp | 220.34%-159.3pp |
| Employer contribution / active EE | $912 | $2,788-67.3% | $2,649-65.6% | $4,156-78.0% |
| Participant deferral / active EE | $2,423 | $4,410-45.0% | $4,123-41.2% | $6,407-62.2% |
| Admin fee / account holder | $616 | $5,336-88.5% | $5,150-88.0% | $12,270-95.0% |