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 4-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 | $13,668 | $29,660-53.9% | $56,411-75.8% | $80,856-83.1% |
| Participation rate | 91.7% | 41.6%+50.0pp | 52.5%+39.2pp | 67.6%+24.0pp |
| Annual return | 16.21% | 35.23%-19.0pp | 1701.33%-1685.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,118 | $669+365.8% | $1,039+200.2% | $2,755+13.2% |
| Participant deferral / active EE | $6,663 | $1,226+443.5% | $1,952+241.4% | $4,296+55.1% |
| Admin fee / account holder | $2,538 | $2,428+4.6% | $2,829-10.3% | $6,918-63.3% |