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 | $4,908 | $81,625-94.0% | $58,482-91.6% | $139,434-96.5% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 24.67% | 7404.20%-7379.5pp | 4239.32%-4214.6pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,294 | $1,398-7.4% | $1,053+22.9% | $4,751-72.8% |
| Participant deferral / active EE | $1,516 | $2,557-40.7% | $1,924-21.2% | $6,710-77.4% |
| Admin fee / account holder | $549 | $3,265-83.2% | $2,516-78.2% | $11,403-95.2% |