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 6-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 | $27,958 | $96,635-71.1% | $86,612-67.7% | $139,434-79.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 21.42% | 106.41%-85.0pp | 591.07%-569.7pp | 372.94%-351.5pp |
| Employer contribution / active EE | $1,775 | $3,263-45.6% | $3,022-41.3% | $4,751-62.6% |
| Participant deferral / active EE | $11,405 | $4,836+135.8% | $4,438+157.0% | $6,710+70.0% |
| Admin fee / account holder | $346 | $6,408-94.6% | $5,614-93.8% | $11,403-97.0% |