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 5-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 | $28,269 | $29,319-3.6% | $52,425-46.1% | $82,448-65.7% |
| Participation rate | 76.7% | 46.9%+29.8pp | 55.6%+21.0pp | 68.1%+8.6pp |
| Annual return | 21.64% | 535.20%-513.6pp | 302.12%-280.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,812 | $586+208.9% | $914+98.2% | $2,551-29.0% |
| Participant deferral / active EE | $4,173 | $1,171+256.2% | $1,790+133.1% | $4,139+0.8% |
| Admin fee / account holder | $557 | $1,962-71.6% | $2,495-77.7% | $7,234-92.3% |