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 5-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 | $7,407 | $27,915-73.5% | $58,482-87.3% | $75,163-90.1% |
| Participation rate | 82.9% | 38.8%+44.0pp | 50.9%+32.0pp | 67.2%+15.7pp |
| Annual return | 28.81% | 44.20%-15.4pp | 4239.32%-4210.5pp | 160.62%-131.8pp |
| Employer contribution / active EE | $801 | $669+19.7% | $1,053-23.9% | $2,670-70.0% |
| Participant deferral / active EE | $1,678 | $1,201+39.7% | $1,924-12.8% | $4,125-59.3% |
| Admin fee / account holder | $454 | $1,726-73.7% | $2,516-81.9% | $5,651-92.0% |