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 10-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 | $13,638 | $60,124-77.3% | $90,404-84.9% | $79,858-82.9% |
| Participation rate | 80.8% | 65.0%+15.8pp | 72.7%+8.1pp | 69.6%+11.1pp |
| Annual return | 11.09% | 71.94%-60.9pp | 1293.02%-1281.9pp | 31.71%-20.6pp |
| Employer contribution / active EE | $221 | $2,068-89.3% | $3,262-93.2% | $2,471-91.1% |
| Participant deferral / active EE | $1,576 | $2,938-46.3% | $3,963-60.2% | $3,740-57.9% |
| Admin fee / account holder | $475 | $3,976-88.1% | $5,611-91.5% | $5,306-91.1% |