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 | $9,427 | $30,400-69.0% | $53,898-82.5% | $84,808-88.9% |
| Participation rate | 74.3% | 46.4%+27.8pp | 55.0%+19.3pp | 68.3%+6.0pp |
| Annual return | 17.15% | 500.19%-483.0pp | 528.60%-511.5pp | 40.90%-23.7pp |
| Employer contribution / active EE | $436 | $603-27.6% | $932-53.2% | $2,631-83.4% |
| Participant deferral / active EE | $1,934 | $1,199+61.3% | $1,826+5.9% | $4,212-54.1% |
| Admin fee / account holder | $1,041 | $1,993-47.8% | $2,491-58.2% | $7,344-85.8% |