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 8-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 | $18,764 | $27,641-32.1% | $61,373-69.4% | $68,494-72.6% |
| Participation rate | 97.3% | 39.5%+57.8pp | 52.6%+44.7pp | 67.9%+29.4pp |
| Annual return | 46.04% | -13.24%+59.3pp | 338.61%-292.6pp | -7.84%+53.9pp |
| Employer contribution / active EE | $2,188 | $695+214.6% | $1,159+88.7% | $2,596-15.7% |
| Participant deferral / active EE | $2,392 | $1,263+89.4% | $2,125+12.6% | $4,027-40.6% |
| Admin fee / account holder | $344 | $2,010-82.9% | $2,130-83.8% | $5,403-93.6% |