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 7-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 | $14,594 | $53,516-72.7% | $126,539-88.5% | $84,808-82.8% |
| Participation rate | 77.5% | 58.2%+19.3pp | 69.8%+7.7pp | 68.3%+9.2pp |
| Annual return | 16.02% | 58.34%-42.3pp | 425.95%-409.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $619 | $1,535-59.7% | $3,674-83.1% | $2,631-76.5% |
| Participant deferral / active EE | $1,599 | $2,671-40.1% | $4,083-60.8% | $4,212-62.0% |
| Admin fee / account holder | $308 | $4,497-93.2% | $6,065-94.9% | $7,344-95.8% |