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 | $12,027 | $30,400-60.4% | $53,898-77.7% | $84,808-85.8% |
| Participation rate | 72.7% | 46.4%+26.3pp | 55.0%+17.8pp | 68.3%+4.4pp |
| Annual return | 24.22% | 500.19%-476.0pp | 528.60%-504.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $811 | $603+34.6% | $932-13.0% | $2,631-69.2% |
| Participant deferral / active EE | $5,100 | $1,199+325.5% | $1,826+179.2% | $4,212+21.1% |
| Admin fee / account holder | $1,817 | $1,993-8.8% | $2,491-27.0% | $7,344-75.3% |