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 | $20,949 | $73,867-71.6% | $143,757-85.4% | $68,494-69.4% |
| Participation rate | 96.3% | 66.7%+29.7pp | 80.3%+16.0pp | 67.9%+28.5pp |
| Annual return | 375.42% | 1.01%+374.4pp | -0.04%+375.5pp | -7.84%+383.3pp |
| Employer contribution / active EE | $1,199 | $3,184-62.3% | $4,951-75.8% | $2,596-53.8% |
| Participant deferral / active EE | $2,245 | $3,384-33.7% | $5,637-60.2% | $4,027-44.2% |
| Admin fee / account holder | $806 | $5,755-86.0% | $14,673-94.5% | $5,403-85.1% |