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 10-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 | $18,503 | $60,124-69.2% | $90,404-79.5% | $79,858-76.8% |
| Participation rate | 95.2% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.6pp |
| Annual return | 16.76% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,187 | $2,068-42.6% | $3,262-63.6% | $2,471-52.0% |
| Participant deferral / active EE | $2,500 | $2,938-14.9% | $3,963-36.9% | $3,740-33.2% |
| Admin fee / account holder | $529 | $3,976-86.7% | $5,611-90.6% | $5,306-90.0% |