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 | $10,312 | $70,756-85.4% | $65,493-84.3% | $142,382-92.8% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 18.73% | 1754.89%-1736.2pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $539 | $2,881-81.3% | $2,574-79.1% | $4,299-87.5% |
| Participant deferral / active EE | $1,245 | $4,637-73.2% | $3,961-68.6% | $6,507-80.9% |
| Admin fee / account holder | $694 | $6,559-89.4% | $5,028-86.2% | $12,624-94.5% |