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 8-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 | $17,786 | $29,667-40.0% | $56,441-68.5% | $80,874-78.0% |
| Participation rate | 77.8% | 41.7%+36.1pp | 52.5%+25.3pp | 67.6%+10.1pp |
| Annual return | 14.71% | 35.22%-20.5pp | 1704.21%-1689.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,671 | $669+299.0% | $1,039+157.0% | $2,756-3.1% |
| Participant deferral / active EE | $1,254 | $1,227+2.2% | $1,953-35.8% | $4,297-70.8% |
| Admin fee / account holder | $912 | $2,429-62.4% | $2,829-67.7% | $6,935-86.8% |