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 | $35,745 | $29,660+20.5% | $56,411-36.6% | $80,856-55.8% |
| Participation rate | 73.5% | 41.6%+31.9pp | 52.5%+21.1pp | 67.6%+5.9pp |
| Annual return | 12.65% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $687 | $669+2.6% | $1,039-33.9% | $2,755-75.1% |
| Participant deferral / active EE | $2,919 | $1,226+138.1% | $1,952+49.5% | $4,296-32.1% |
| Admin fee / account holder | $1,318 | $2,428-45.7% | $2,829-53.4% | $6,918-80.9% |