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 | $9,458 | $39,019-75.8% | $80,716-88.3% | $85,850-89.0% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 21.51% | 26.27%-4.8pp | 87.28%-65.8pp | 318.53%-297.0pp |
| Employer contribution / active EE | $1,156 | $722+60.2% | $1,160-0.3% | $2,565-54.9% |
| Participant deferral / active EE | $1,779 | $1,326+34.2% | $2,146-17.1% | $3,952-55.0% |
| Admin fee / account holder | $842 | $2,431-65.4% | $3,380-75.1% | $6,260-86.6% |