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 5-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 | $14,045 | $30,400-53.8% | $53,898-73.9% | $84,808-83.4% |
| Participation rate | 70.6% | 46.4%+24.1pp | 55.0%+15.6pp | 68.3%+2.3pp |
| Annual return | 19.17% | 500.19%-481.0pp | 528.60%-509.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,093 | $603+81.3% | $932+17.3% | $2,631-58.5% |
| Participant deferral / active EE | $1,252 | $1,199+4.5% | $1,826-31.4% | $4,212-70.3% |
| Admin fee / account holder | $367 | $1,993-81.6% | $2,491-85.3% | $7,344-95.0% |