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 9-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 | $11,075 | $27,915-60.3% | $58,482-81.1% | $75,163-85.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 20.97% | 44.20%-23.2pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $1,092 | $669+63.2% | $1,053+3.7% | $2,670-59.1% |
| Participant deferral / active EE | $1,844 | $1,201+53.5% | $1,924-4.2% | $4,125-55.3% |
| Admin fee / account holder | $420 | $1,726-75.7% | $2,516-83.3% | $5,651-92.6% |