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 | $13,921 | $114,381-87.8% | $107,525-87.1% | $142,382-90.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 531.68% | 242.71%+289.0pp | 181.32%+350.4pp | 217.08%+314.6pp |
| Employer contribution / active EE | $1,130 | $4,015-71.8% | $3,754-69.9% | $4,299-73.7% |
| Participant deferral / active EE | $2,272 | $5,564-59.2% | $5,116-55.6% | $6,507-65.1% |
| Admin fee / account holder | $11,232 | $9,860+13.9% | $8,919+25.9% | $12,624-11.0% |