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 | $16,147 | $29,660-45.6% | $56,411-71.4% | $80,856-80.0% |
| Participation rate | 87.5% | 41.6%+45.9pp | 52.5%+35.0pp | 67.6%+19.9pp |
| Annual return | 16.07% | 35.23%-19.2pp | 1701.33%-1685.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,462 | $669+417.2% | $1,039+233.3% | $2,755+25.7% |
| Participant deferral / active EE | $4,263 | $1,226+247.7% | $1,952+118.4% | $4,296-0.8% |
| Admin fee / account holder | $1,690 | $2,428-30.4% | $2,829-40.3% | $6,918-75.6% |