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 | $22,729 | $69,010-67.1% | $159,960-85.8% | $68,494-66.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 34.01% | -9.65%+43.7pp | 408.60%-374.6pp | -7.84%+41.9pp |
| Employer contribution / active EE | $6,156 | $2,213+178.1% | $4,226+45.7% | $2,596+137.1% |
| Participant deferral / active EE | $3,130 | $4,212-25.7% | $6,182-49.4% | $4,027-22.3% |
| Admin fee / account holder | $638 | $4,798-86.7% | $8,698-92.7% | $5,403-88.2% |