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 5-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 | $12,030 | $30,400-60.4% | $53,898-77.7% | $84,808-85.8% |
| Participation rate | 77.0% | 46.4%+30.6pp | 55.0%+22.1pp | 68.3%+8.7pp |
| Annual return | 21.51% | 500.19%-478.7pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,388 | $603+130.3% | $932+48.9% | $2,631-47.3% |
| Participant deferral / active EE | $2,597 | $1,199+116.7% | $1,826+42.2% | $4,212-38.3% |
| Admin fee / account holder | $2,464 | $1,993+23.6% | $2,491-1.1% | $7,344-66.5% |