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 10-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 | $22,953 | $34,308-33.1% | $74,701-69.3% | $72,985-68.6% |
| Participation rate | 92.1% | 42.4%+49.7pp | 54.5%+37.6pp | 69.5%+22.6pp |
| Annual return | 23.91% | 26.58%-2.7pp | 752.92%-729.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $417 | $692-39.7% | $1,084-61.5% | $2,440-82.9% |
| Participant deferral / active EE | $3,363 | $1,271+164.5% | $1,964+71.2% | $3,607-6.8% |
| Admin fee / account holder | $435 | $2,124-79.5% | $3,333-86.9% | $5,124-91.5% |