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 4-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 | $30,800 | $49,922-38.3% | $80,569-61.8% | $75,163-59.0% |
| Participation rate | 93.8% | 55.3%+38.4pp | 67.0%+26.8pp | 67.2%+26.6pp |
| Annual return | 17.09% | 34.69%-17.6pp | 935.43%-918.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $536 | $1,698-68.5% | $2,723-80.3% | $2,670-79.9% |
| Participant deferral / active EE | $2,077 | $2,990-30.5% | $4,447-53.3% | $4,125-49.6% |
| Admin fee / account holder | $2,216 | $3,577-38.0% | $5,377-58.8% | $5,651-60.8% |