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 | $19,260 | $70,756-72.8% | $65,493-70.6% | $142,382-86.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 21.01% | 1754.89%-1733.9pp | 982.45%-961.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $716 | $2,881-75.2% | $2,574-72.2% | $4,299-83.4% |
| Participant deferral / active EE | $5,088 | $4,637+9.7% | $3,961+28.4% | $6,507-21.8% |
| Admin fee / account holder | $1,128 | $6,559-82.8% | $5,028-77.6% | $12,624-91.1% |