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 | $6,693 | $29,319-77.2% | $52,425-87.2% | $82,448-91.9% |
| Participation rate | 85.9% | 46.9%+39.1pp | 55.6%+30.3pp | 68.1%+17.9pp |
| Annual return | 23.34% | 535.20%-511.9pp | 302.12%-278.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,675 | $586+185.6% | $914+83.2% | $2,551-34.3% |
| Participant deferral / active EE | $2,163 | $1,171+84.7% | $1,790+20.8% | $4,139-47.7% |
| Admin fee / account holder | $496 | $1,962-74.7% | $2,495-80.1% | $7,234-93.1% |