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 7-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 | $18,355 | $27,915-34.2% | $58,482-68.6% | $75,163-75.6% |
| Participation rate | 88.7% | 38.8%+49.9pp | 50.9%+37.9pp | 67.2%+21.5pp |
| Annual return | 18.73% | 44.20%-25.5pp | 4239.32%-4220.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,265 | $669+89.1% | $1,053+20.1% | $2,670-52.6% |
| Participant deferral / active EE | $3,026 | $1,201+151.9% | $1,924+57.3% | $4,125-26.6% |
| Admin fee / account holder | $811 | $1,726-53.0% | $2,516-67.8% | $5,651-85.7% |