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 | $17,323 | $49,173-64.8% | $121,098-85.7% | $75,163-77.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 17.78% | 55.99%-38.2pp | 985.75%-968.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,156 | $1,546-25.2% | $4,164-72.2% | $2,670-56.7% |
| Participant deferral / active EE | $2,922 | $2,628+11.2% | $4,080-28.4% | $4,125-29.2% |
| Admin fee / account holder | $540 | $3,942-86.3% | $5,644-90.4% | $5,651-90.4% |