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 10-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 | $14,349 | $34,308-58.2% | $74,701-80.8% | $72,985-80.3% |
| Participation rate | 75.7% | 42.4%+33.3pp | 54.5%+21.2pp | 69.5%+6.2pp |
| Annual return | 22.57% | 26.58%-4.0pp | 752.92%-730.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,211 | $692+75.1% | $1,084+11.8% | $2,440-50.4% |
| Participant deferral / active EE | $2,611 | $1,271+105.4% | $1,964+33.0% | $3,607-27.6% |
| Admin fee / account holder | $860 | $2,124-59.5% | $3,333-74.2% | $5,124-83.2% |