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 5-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 | $14,038 | $29,660-52.7% | $56,411-75.1% | $80,856-82.6% |
| Participation rate | 89.5% | 41.6%+47.8pp | 52.5%+37.0pp | 67.6%+21.8pp |
| Annual return | 13.76% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $752 | $669+12.4% | $1,039-27.6% | $2,755-72.7% |
| Participant deferral / active EE | $2,945 | $1,226+140.2% | $1,952+50.9% | $4,296-31.4% |
| Admin fee / account holder | $361 | $2,428-85.1% | $2,829-87.2% | $6,918-94.8% |