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 | $7,303 | $72,400-89.9% | $67,502-89.2% | $145,922-95.0% |
| Participation rate | 76.2% | 76.9%-0.7pp | 72.9%+3.3pp | 80.3%-4.1pp |
| Annual return | 10.76% | 7182.46%-7171.7pp | 3512.12%-3501.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,759 | $3,069-42.7% | $2,731-35.6% | $4,660-62.3% |
| Participant deferral / active EE | $2,766 | $4,783-42.2% | $4,000-30.8% | $6,688-58.6% |
| Admin fee / account holder | $3,216 | $5,539-41.9% | $3,998-19.6% | $13,397-76.0% |