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 | $21,559 | $29,660-27.3% | $56,411-61.8% | $80,856-73.3% |
| Participation rate | 73.0% | 41.6%+31.3pp | 52.5%+20.5pp | 67.6%+5.3pp |
| Annual return | 13.87% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,238 | $669+234.4% | $1,039+115.5% | $2,755-18.8% |
| Participant deferral / active EE | $1,185 | $1,226-3.4% | $1,952-39.3% | $4,296-72.4% |
| Admin fee / account holder | $1,349 | $2,428-44.4% | $2,829-52.3% | $6,918-80.5% |