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 | $7,716 | $39,019-80.2% | $80,716-90.4% | $85,850-91.0% |
| Participation rate | 72.0% | 41.5%+30.5pp | 54.2%+17.8pp | 69.3%+2.7pp |
| Annual return | 23.10% | 26.27%-3.2pp | 87.28%-64.2pp | 318.53%-295.4pp |
| Employer contribution / active EE | $994 | $722+37.6% | $1,160-14.3% | $2,565-61.3% |
| Participant deferral / active EE | $2,136 | $1,326+61.1% | $2,146-0.5% | $3,952-46.0% |
| Admin fee / account holder | $727 | $2,431-70.1% | $3,380-78.5% | $6,260-88.4% |