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 7-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 | $6,314 | $27,915-77.4% | $58,482-89.2% | $75,163-91.6% |
| Participation rate | 84.6% | 38.8%+45.8pp | 50.9%+33.8pp | 67.2%+17.4pp |
| Annual return | 17.46% | 44.20%-26.7pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,877 | $1,201+56.3% | $1,924-2.4% | $4,125-54.5% |
| Admin fee / account holder | $952 | $1,726-44.8% | $2,516-62.2% | $5,651-83.1% |