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 4-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 | $7,334 | $27,915-73.7% | $58,482-87.5% | $75,163-90.2% |
| Participation rate | 93.8% | 38.8%+54.9pp | 50.9%+42.9pp | 67.2%+26.6pp |
| Annual return | 21.12% | 44.20%-23.1pp | 4239.32%-4218.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,140 | $669+70.4% | $1,053+8.2% | $2,670-57.3% |
| Participant deferral / active EE | $2,202 | $1,201+83.3% | $1,924+14.4% | $4,125-46.6% |
| Admin fee / account holder | $461 | $1,726-73.3% | $2,516-81.7% | $5,651-91.8% |