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 | $7,192 | $39,019-81.6% | $80,716-91.1% | $85,850-91.6% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 39.43% | 26.27%+13.2pp | 87.28%-47.9pp | 318.53%-279.1pp |
| Employer contribution / active EE | $3,181 | $722+340.6% | $1,160+174.2% | $2,565+24.0% |
| Participant deferral / active EE | $2,379 | $1,326+79.5% | $2,146+10.9% | $3,952-39.8% |
| Admin fee / account holder | $419 | $2,431-82.8% | $3,380-87.6% | $6,260-93.3% |