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 | $30,400-65.7% | $53,898-80.7% | $84,808-87.7% |
| Participation rate | 87.1% | 46.4%+40.7pp | 55.0%+32.1pp | 68.3%+18.8pp |
| Annual return | 21.19% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,450 | $603+140.5% | $932+55.6% | $2,631-44.9% |
| Participant deferral / active EE | $2,269 | $1,199+89.3% | $1,826+24.2% | $4,212-46.1% |
| Admin fee / account holder | $445 | $1,993-77.7% | $2,491-82.1% | $7,344-93.9% |