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 6-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 | $16,941 | $80,812-79.0% | $160,784-89.5% | $82,448-79.5% |
| Participation rate | 92.0% | 66.2%+25.8pp | 77.0%+15.0pp | 68.1%+23.9pp |
| Annual return | 22.05% | 100.59%-78.5pp | 1803.92%-1781.9pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,736 | $2,174-20.1% | $3,733-53.5% | $2,551-31.9% |
| Participant deferral / active EE | $3,107 | $4,335-28.3% | $6,293-50.6% | $4,139-24.9% |
| Admin fee / account holder | $1,835 | $7,695-76.2% | $9,717-81.1% | $7,234-74.6% |