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 | $6,366 | $76,785-91.7% | $56,441-88.7% | $145,959-95.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.43% | 3000.51%-2995.1pp | 1704.21%-1698.8pp | 561.95%-556.5pp |
| Employer contribution / active EE | $692 | $1,381-49.9% | $1,039-33.4% | $4,661-85.2% |
| Participant deferral / active EE | $1,235 | $2,624-52.9% | $1,953-36.8% | $6,689-81.5% |
| Admin fee / account holder | $1,673 | $3,334-49.8% | $2,829-40.9% | $13,398-87.5% |