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 10-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 | $24,185 | $76,738-68.5% | $56,411-57.1% | $145,922-83.4% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 12.83% | 2994.23%-2981.4pp | 1701.33%-1688.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $505 | $1,380-63.4% | $1,039-51.4% | $4,660-89.2% |
| Participant deferral / active EE | $5,204 | $2,623+98.4% | $1,952+166.6% | $6,688-22.2% |
| Admin fee / account holder | $468 | $3,334-86.0% | $2,829-83.4% | $13,397-96.5% |