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 7-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 | $10,678 | $27,915-61.7% | $58,482-81.7% | $75,163-85.8% |
| Participation rate | 95.8% | 38.8%+57.0pp | 50.9%+45.0pp | 67.2%+28.6pp |
| Annual return | 21.99% | 44.20%-22.2pp | 4239.32%-4217.3pp | 160.62%-138.6pp |
| Employer contribution / active EE | $1,038 | $669+55.2% | $1,053-1.4% | $2,670-61.1% |
| Participant deferral / active EE | $2,378 | $1,201+98.0% | $1,924+23.6% | $4,125-42.3% |
| Admin fee / account holder | $500 | $1,726-71.0% | $2,516-80.1% | $5,651-91.2% |