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 | $6,966 | $29,319-76.2% | $52,425-86.7% | $82,448-91.6% |
| Participation rate | 75.5% | 46.9%+28.6pp | 55.6%+19.8pp | 68.1%+7.4pp |
| Annual return | 24.45% | 535.20%-510.8pp | 302.12%-277.7pp | 41.64%-17.2pp |
| Employer contribution / active EE | $1,399 | $586+138.6% | $914+53.1% | $2,551-45.1% |
| Participant deferral / active EE | $1,836 | $1,171+56.8% | $1,790+2.6% | $4,139-55.6% |
| Admin fee / account holder | $812 | $1,962-58.6% | $2,495-67.5% | $7,234-88.8% |