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 5-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 | $13,236 | $22,587-41.4% | $65,255-79.7% | $75,163-82.4% |
| Participation rate | 92.3% | 63.1%+29.2pp | 65.0%+27.3pp | 67.2%+25.1pp |
| Annual return | 21.85% | 71.03%-49.2pp | 47.35%-25.5pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,485 | $941+164.2% | $1,691+46.9% | $2,670-6.9% |
| Participant deferral / active EE | $3,937 | $1,695+132.2% | $2,831+39.1% | $4,125-4.6% |
| Admin fee / account holder | $958 | $1,876-48.9% | $4,112-76.7% | $5,651-83.0% |