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 | $10,412 | $29,319-64.5% | $52,425-80.1% | $82,448-87.4% |
| Participation rate | 87.1% | 46.9%+40.2pp | 55.6%+31.5pp | 68.1%+19.0pp |
| Annual return | 21.19% | 535.20%-514.0pp | 302.12%-280.9pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,450 | $586+147.2% | $914+58.6% | $2,551-43.2% |
| Participant deferral / active EE | $2,269 | $1,171+93.7% | $1,790+26.7% | $4,139-45.2% |
| Admin fee / account holder | $445 | $1,962-77.3% | $2,495-82.2% | $7,234-93.8% |