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 | $44,191 | $108,172-59.1% | $77,482-43.0% | $158,922-72.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 125.96% | 31.67%+94.3pp | 54.79%+71.2pp | 302.83%-176.9pp |
| Employer contribution / active EE | $392 | $1,325-70.4% | $986-60.3% | $4,761-91.8% |
| Participant deferral / active EE | $2,206 | $2,456-10.2% | $1,861+18.5% | $5,982-63.1% |
| Admin fee / account holder | $1,223 | $3,708-67.0% | $2,858-57.2% | $11,246-89.1% |