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 9-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 | $44,662 | $76,738-41.8% | $56,411-20.8% | $145,922-69.4% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 12.31% | 2994.23%-2981.9pp | 1701.33%-1689.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,974 | $1,380+115.5% | $1,039+186.4% | $4,660-36.2% |
| Participant deferral / active EE | $11,796 | $2,623+349.8% | $1,952+504.3% | $6,688+76.4% |
| Admin fee / account holder | $1,301 | $3,334-61.0% | $2,829-54.0% | $13,397-90.3% |