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 6-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 | $8,041 | $29,660-72.9% | $56,411-85.7% | $80,856-90.1% |
| Participation rate | 82.1% | 41.6%+40.4pp | 52.5%+29.6pp | 67.6%+14.4pp |
| Annual return | 41.21% | 35.23%+6.0pp | 1701.33%-1660.1pp | 35.59%+5.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,360 | $1,226+92.5% | $1,952+20.9% | $4,296-45.1% |
| Admin fee / account holder | $2,493 | $2,428+2.7% | $2,829-11.9% | $6,918-64.0% |