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 5-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 | $9,581 | $27,915-65.7% | $58,482-83.6% | $75,163-87.3% |
| Participation rate | 72.2% | 38.8%+33.4pp | 50.9%+21.4pp | 67.2%+5.0pp |
| Annual return | 23.24% | 44.20%-21.0pp | 4239.32%-4216.1pp | 160.62%-137.4pp |
| Employer contribution / active EE | $3,428 | $669+412.4% | $1,053+225.5% | $2,670+28.4% |
| Participant deferral / active EE | $1,574 | $1,201+31.0% | $1,924-18.2% | $4,125-61.9% |
| Admin fee / account holder | $725 | $1,726-58.0% | $2,516-71.2% | $5,651-87.2% |