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 | $33,053 | $70,756-53.3% | $65,493-49.5% | $142,382-76.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.56% | 1754.89%-1738.3pp | 982.45%-965.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $549 | $2,881-80.9% | $2,574-78.7% | $4,299-87.2% |
| Participant deferral / active EE | $7,394 | $4,637+59.4% | $3,961+86.7% | $6,507+13.6% |
| Admin fee / account holder | $501 | $6,559-92.4% | $5,028-90.0% | $12,624-96.0% |