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 | $70,606-90.2% | $53,898-87.1% | $142,382-95.1% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 15.92% | 619.81%-603.9pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $857 | $1,202-28.7% | $932-8.0% | $4,299-80.1% |
| Participant deferral / active EE | $857 | $2,364-63.7% | $1,826-53.1% | $6,507-86.8% |
| Admin fee / account holder | $1,780 | $2,852-37.6% | $2,491-28.5% | $12,624-85.9% |