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 | $27,591 | $84,402-67.3% | $61,373-55.0% | $134,475-79.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 19.88% | 584.55%-564.7pp | 338.61%-318.7pp | 417.96%-398.1pp |
| Employer contribution / active EE | $8,479 | $1,544+449.0% | $1,159+631.4% | $4,740+78.9% |
| Participant deferral / active EE | $581 | $2,819-79.4% | $2,125-72.7% | $6,400-90.9% |
| Admin fee / account holder | $1,322 | $2,585-48.9% | $2,130-37.9% | $11,426-88.4% |