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 | $14,908 | $29,660-49.7% | $56,411-73.6% | $80,856-81.6% |
| Participation rate | 92.5% | 41.6%+50.8pp | 52.5%+40.0pp | 67.6%+24.8pp |
| Annual return | 15.74% | 35.23%-19.5pp | 1701.33%-1685.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,084 | $669+62.0% | $1,039+4.4% | $2,755-60.6% |
| Participant deferral / active EE | $2,413 | $1,226+96.8% | $1,952+23.6% | $4,296-43.8% |
| Admin fee / account holder | $1,073 | $2,428-55.8% | $2,829-62.1% | $6,918-84.5% |