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 3-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 | $17,152 | $48,795-64.8% | $65,493-73.8% | $84,808-79.8% |
| Participation rate | 74.4% | 67.0%+7.4pp | 73.1%+1.3pp | 68.3%+6.0pp |
| Annual return | 65.05% | 20.20%+44.8pp | 982.45%-917.4pp | 40.90%+24.2pp |
| Employer contribution / active EE | $882 | $1,930-54.3% | $2,574-65.8% | $2,631-66.5% |
| Participant deferral / active EE | $2,759 | $2,928-5.8% | $3,961-30.3% | $4,212-34.5% |
| Admin fee / account holder | $477 | $3,877-87.7% | $5,028-90.5% | $7,344-93.5% |