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 9-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 | $14,388 | $76,738-81.3% | $56,411-74.5% | $145,922-90.1% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 10.75% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $746 | $1,380-46.0% | $1,039-28.2% | $4,660-84.0% |
| Participant deferral / active EE | $2,537 | $2,623-3.3% | $1,952+30.0% | $6,688-62.1% |
| Admin fee / account holder | $354 | $3,334-89.4% | $2,829-87.5% | $13,397-97.4% |