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 | $7,113 | $29,667-76.0% | $56,441-87.4% | $80,874-91.2% |
| Participation rate | 78.8% | 41.7%+37.1pp | 52.5%+26.3pp | 67.6%+11.1pp |
| Annual return | 15.13% | 35.22%-20.1pp | 1704.21%-1689.1pp | 35.62%-20.5pp |
| Employer contribution / active EE | $399 | $669-40.4% | $1,039-61.6% | $2,756-85.5% |
| Participant deferral / active EE | $692 | $1,227-43.5% | $1,953-64.5% | $4,297-83.9% |
| Admin fee / account holder | $395 | $2,429-83.7% | $2,829-86.0% | $6,935-94.3% |