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 3-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 | $21,629 | $53,516-59.6% | $126,539-82.9% | $84,808-74.5% |
| Participation rate | 90.0% | 58.2%+31.8pp | 69.8%+20.2pp | 68.3%+21.7pp |
| Annual return | 26.03% | 58.34%-32.3pp | 425.95%-399.9pp | 40.90%-14.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,829 | $2,671+155.7% | $4,083+67.3% | $4,212+62.1% |
| Admin fee / account holder | $1,692 | $4,497-62.4% | $6,065-72.1% | $7,344-77.0% |