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 | $7,650 | $29,660-74.2% | $56,411-86.4% | $80,856-90.5% |
| Participation rate | 88.9% | 41.6%+47.2pp | 52.5%+36.4pp | 67.6%+21.3pp |
| Annual return | 10.99% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,358 | $669+252.3% | $1,039+127.0% | $2,755-14.4% |
| Participant deferral / active EE | $668 | $1,226-45.5% | $1,952-65.8% | $4,296-84.4% |
| Admin fee / account holder | $425 | $2,428-82.5% | $2,829-85.0% | $6,918-93.9% |