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 | $13,951 | $56,053-75.1% | $75,972-81.6% | $80,856-82.7% |
| Participation rate | 96.0% | 62.0%+34.0pp | 69.1%+26.9pp | 67.6%+28.4pp |
| Annual return | 13.26% | 20.53%-7.3pp | 359.55%-346.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,624 | $1,874+93.4% | $2,685+35.0% | $2,755+31.6% |
| Participant deferral / active EE | $5,635 | $3,052+84.7% | $4,255+32.4% | $4,296+31.2% |
| Admin fee / account holder | $1,536 | $5,234-70.7% | $6,467-76.3% | $6,918-77.8% |