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 4-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 | $7,938 | $29,319-72.9% | $52,425-84.9% | $82,448-90.4% |
| Participation rate | 80.0% | 46.9%+33.1pp | 55.6%+24.4pp | 68.1%+11.9pp |
| Annual return | 22.97% | 535.20%-512.2pp | 302.12%-279.2pp | 41.64%-18.7pp |
| Employer contribution / active EE | $1,080 | $586+84.1% | $914+18.1% | $2,551-57.7% |
| Participant deferral / active EE | $1,430 | $1,171+22.1% | $1,790-20.1% | $4,139-65.4% |
| Admin fee / account holder | $856 | $1,962-56.4% | $2,495-65.7% | $7,234-88.2% |