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 | $10,475 | $58,208-82.0% | $81,812-87.2% | $80,856-87.0% |
| Participation rate | 96.7% | 63.4%+33.3pp | 72.3%+24.4pp | 67.6%+29.1pp |
| Annual return | 15.13% | 41.66%-26.5pp | 773.79%-758.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,577 | $2,340-32.6% | $2,912-45.8% | $2,755-42.7% |
| Participant deferral / active EE | $2,452 | $3,281-25.3% | $4,319-43.2% | $4,296-42.9% |
| Admin fee / account holder | $784 | $4,981-84.3% | $7,386-89.4% | $6,918-88.7% |