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 | $20,133 | $29,660-32.1% | $56,411-64.3% | $80,856-75.1% |
| Participation rate | 72.2% | 41.6%+30.6pp | 52.5%+19.8pp | 67.6%+4.6pp |
| Annual return | 17.02% | 35.23%-18.2pp | 1701.33%-1684.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $2,008 | $669+200.0% | $1,039+93.3% | $2,755-27.1% |
| Participant deferral / active EE | $959 | $1,226-21.8% | $1,952-50.9% | $4,296-77.7% |
| Admin fee / account holder | $888 | $2,428-63.4% | $2,829-68.6% | $6,918-87.2% |