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 | $11,977 | $29,660-59.6% | $56,411-78.8% | $80,856-85.2% |
| Participation rate | 79.5% | 41.6%+37.9pp | 52.5%+27.1pp | 67.6%+11.9pp |
| Annual return | 26.41% | 35.23%-8.8pp | 1701.33%-1674.9pp | 35.59%-9.2pp |
| Employer contribution / active EE | $1,306 | $669+95.2% | $1,039+25.8% | $2,755-52.6% |
| Participant deferral / active EE | $1,837 | $1,226+49.9% | $1,952-5.9% | $4,296-57.2% |
| Admin fee / account holder | $346 | $2,428-85.8% | $2,829-87.8% | $6,918-95.0% |