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 6-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 | $24,975 | $29,660-15.8% | $56,411-55.7% | $80,856-69.1% |
| Participation rate | 87.0% | 41.6%+45.3pp | 52.5%+34.5pp | 67.6%+19.3pp |
| Annual return | 15.48% | 35.23%-19.7pp | 1701.33%-1685.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,126 | $669+217.6% | $1,039+104.6% | $2,755-22.8% |
| Participant deferral / active EE | $4,945 | $1,226+303.4% | $1,952+153.4% | $4,296+15.1% |
| Admin fee / account holder | $1,376 | $2,428-43.3% | $2,829-51.3% | $6,918-80.1% |