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 | $11,794 | $30,400-61.2% | $53,898-78.1% | $84,808-86.1% |
| Participation rate | 81.8% | 46.4%+35.4pp | 55.0%+26.9pp | 68.3%+13.5pp |
| Annual return | 15.52% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,558 | $603+324.3% | $932+174.4% | $2,631-2.8% |
| Participant deferral / active EE | $1,372 | $1,199+14.5% | $1,826-24.9% | $4,212-67.4% |
| Admin fee / account holder | $527 | $1,993-73.6% | $2,491-78.8% | $7,344-92.8% |