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 6-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 | $16,497 | $29,051-43.2% | $52,425-68.5% | $67,986-75.7% |
| Participation rate | 89.7% | 30.4%+59.2pp | 55.6%+34.1pp | 57.2%+32.5pp |
| Annual return | 18.76% | 24.00%-5.2pp | 302.12%-283.4pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,690 | $412+310.5% | $914+84.9% | $2,019-16.3% |
| Participant deferral / active EE | $2,604 | $873+198.3% | $1,790+45.5% | $3,358-22.4% |
| Admin fee / account holder | $2,007 | $2,113-5.0% | $2,495-19.6% | $3,203-37.3% |