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 9-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 | $7,488 | $29,660-74.8% | $56,411-86.7% | $80,856-90.7% |
| Participation rate | 85.7% | 41.6%+44.1pp | 52.5%+33.2pp | 67.6%+18.1pp |
| Annual return | 13.61% | 35.23%-21.6pp | 1701.33%-1687.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,486 | $669+122.1% | $1,039+43.1% | $2,755-46.0% |
| Participant deferral / active EE | $2,096 | $1,226+70.9% | $1,952+7.4% | $4,296-51.2% |
| Admin fee / account holder | $543 | $2,428-77.6% | $2,829-80.8% | $6,918-92.2% |