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 | $86,641 | $27,915+210.4% | $58,482+48.1% | $75,163+15.3% |
| Participation rate | 71.1% | 38.8%+32.3pp | 50.9%+20.3pp | 67.2%+3.9pp |
| Annual return | 20.17% | 44.20%-24.0pp | 4239.32%-4219.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,779 | $669+165.9% | $1,053+68.9% | $2,670-33.4% |
| Participant deferral / active EE | $3,847 | $1,201+220.2% | $1,924+99.9% | $4,125-6.8% |
| Admin fee / account holder | $863 | $1,726-50.0% | $2,516-65.7% | $5,651-84.7% |