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 | $11,756 | $29,660-60.4% | $56,411-79.2% | $80,856-85.5% |
| Participation rate | 93.3% | 41.6%+51.7pp | 52.5%+40.9pp | 67.6%+25.7pp |
| Annual return | 13.97% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $998 | $669+49.1% | $1,039-3.9% | $2,755-63.8% |
| Participant deferral / active EE | $2,234 | $1,226+82.2% | $1,952+14.5% | $4,296-48.0% |
| Admin fee / account holder | $327 | $2,428-86.5% | $2,829-88.4% | $6,918-95.3% |