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 | $17,645 | $30,400-42.0% | $53,898-67.3% | $84,808-79.2% |
| Participation rate | 88.9% | 46.4%+42.4pp | 55.0%+33.9pp | 68.3%+20.6pp |
| Annual return | 19.26% | 500.19%-480.9pp | 528.60%-509.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,073 | $603+78.0% | $932+15.1% | $2,631-59.2% |
| Participant deferral / active EE | $2,722 | $1,199+127.1% | $1,826+49.0% | $4,212-35.4% |
| Admin fee / account holder | $717 | $1,993-64.0% | $2,491-71.2% | $7,344-90.2% |