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 | $13,663 | $49,922-72.6% | $80,569-83.0% | $75,163-81.8% |
| Participation rate | 93.5% | 55.3%+38.2pp | 67.0%+26.6pp | 67.2%+26.4pp |
| Annual return | 18.86% | 34.69%-15.8pp | 935.43%-916.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,221 | $1,698-28.1% | $2,723-55.2% | $2,670-54.3% |
| Participant deferral / active EE | $3,029 | $2,990+1.3% | $4,447-31.9% | $4,125-26.6% |
| Admin fee / account holder | $630 | $3,577-82.4% | $5,377-88.3% | $5,651-88.8% |