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 | $28,720 | $45,152-36.4% | $73,843-61.1% | $59,632-51.8% |
| Participation rate | 96.6% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.9pp |
| Annual return | 1.79% | 27.40%-25.6pp | 2267.84%-2266.1pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $898 | $1,902-52.8% | $2,787-67.8% | $2,203-59.2% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $803 | $3,516-77.2% | $4,880-83.5% | $4,297-81.3% |