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 4-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 | $22,075 | $29,660-25.6% | $56,411-60.9% | $80,856-72.7% |
| Participation rate | 76.6% | 41.6%+34.9pp | 52.5%+24.1pp | 67.6%+9.0pp |
| Annual return | 26.15% | 35.23%-9.1pp | 1701.33%-1675.2pp | 35.59%-9.4pp |
| Employer contribution / active EE | $3,292 | $669+391.9% | $1,039+217.0% | $2,755+19.5% |
| Participant deferral / active EE | $1,961 | $1,226+59.9% | $1,952+0.4% | $4,296-54.4% |
| Admin fee / account holder | $2,007 | $2,428-17.3% | $2,829-29.1% | $6,918-71.0% |