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 | $21,250 | $27,915-23.9% | $58,482-63.7% | $75,163-71.7% |
| Participation rate | 83.3% | 38.8%+44.5pp | 50.9%+32.5pp | 67.2%+16.1pp |
| Annual return | 26.75% | 44.20%-17.5pp | 4239.32%-4212.6pp | 160.62%-133.9pp |
| Employer contribution / active EE | $938 | $669+40.2% | $1,053-11.0% | $2,670-64.9% |
| Participant deferral / active EE | $1,692 | $1,201+40.9% | $1,924-12.0% | $4,125-59.0% |
| Admin fee / account holder | $795 | $1,726-53.9% | $2,516-68.4% | $5,651-85.9% |