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 | $4,382 | $30,400-85.6% | $53,898-91.9% | $84,808-94.8% |
| Participation rate | 78.0% | 46.4%+31.6pp | 55.0%+23.0pp | 68.3%+9.7pp |
| Annual return | 19.00% | 500.19%-481.2pp | 528.60%-509.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $462 | $603-23.3% | $932-50.4% | $2,631-82.4% |
| Participant deferral / active EE | $1,186 | $1,199-1.0% | $1,826-35.1% | $4,212-71.8% |
| Admin fee / account holder | $403 | $1,993-79.8% | $2,491-83.8% | $7,344-94.5% |