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 6-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 | $10,798 | $27,915-61.3% | $58,482-81.5% | $75,163-85.6% |
| Participation rate | 91.2% | 38.8%+52.3pp | 50.9%+40.3pp | 67.2%+24.0pp |
| Annual return | 32.37% | 44.20%-11.8pp | 4239.32%-4206.9pp | 160.62%-128.2pp |
| Employer contribution / active EE | $2,554 | $669+281.7% | $1,053+142.5% | $2,670-4.3% |
| Participant deferral / active EE | $2,896 | $1,201+141.1% | $1,924+50.5% | $4,125-29.8% |
| Admin fee / account holder | $587 | $1,726-66.0% | $2,516-76.7% | $5,651-89.6% |