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 | $24,682 | $29,660-16.8% | $56,411-56.2% | $80,856-69.5% |
| Participation rate | 96.8% | 41.6%+55.2pp | 52.5%+44.4pp | 67.6%+29.2pp |
| Annual return | 18.63% | 35.23%-16.6pp | 1701.33%-1682.7pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,052 | $669+57.2% | $1,039+1.3% | $2,755-61.8% |
| Participant deferral / active EE | $1,801 | $1,226+46.9% | $1,952-7.7% | $4,296-58.1% |
| Admin fee / account holder | $828 | $2,428-65.9% | $2,829-70.7% | $6,918-88.0% |