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 | $29,319-59.0% | $52,425-77.1% | $82,448-85.4% |
| Participation rate | 77.0% | 46.9%+30.2pp | 55.6%+21.4pp | 68.1%+9.0pp |
| Annual return | 21.51% | 535.20%-513.7pp | 302.12%-280.6pp | 41.64%-20.1pp |
| Employer contribution / active EE | $1,388 | $586+136.6% | $914+51.8% | $2,551-45.6% |
| Participant deferral / active EE | $2,597 | $1,171+121.8% | $1,790+45.1% | $4,139-37.2% |
| Admin fee / account holder | $2,464 | $1,962+25.6% | $2,495-1.2% | $7,234-65.9% |