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 | $6,950 | $67,823-89.8% | $52,425-86.7% | $137,256-94.9% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 15.92% | 219.11%-203.2pp | 302.12%-286.2pp | 220.34%-204.4pp |
| Employer contribution / active EE | $857 | $1,163-26.3% | $914-6.2% | $4,156-79.4% |
| Participant deferral / active EE | $857 | $2,288-62.5% | $1,790-52.1% | $6,407-86.6% |
| Admin fee / account holder | $1,780 | $2,844-37.4% | $2,495-28.7% | $12,270-85.5% |