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 4-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 | $16,665 | $58,208-71.4% | $81,812-79.6% | $80,856-79.4% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.3%+24.0pp | 67.6%+28.7pp |
| Annual return | 24.42% | 41.66%-17.2pp | 773.79%-749.4pp | 35.59%-11.2pp |
| Employer contribution / active EE | $1,262 | $2,340-46.1% | $2,912-56.7% | $2,755-54.2% |
| Participant deferral / active EE | $2,258 | $3,281-31.2% | $4,319-47.7% | $4,296-47.4% |
| Admin fee / account holder | $471 | $4,981-90.5% | $7,386-93.6% | $6,918-93.2% |