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 7-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 | $36,763 | $30,400+20.9% | $53,898-31.8% | $84,808-56.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 17.57% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,572 | $603+160.9% | $932+68.7% | $2,631-40.2% |
| Participant deferral / active EE | $4,477 | $1,199+273.5% | $1,826+145.2% | $4,212+6.3% |
| Admin fee / account holder | $1,461 | $1,993-26.7% | $2,491-41.3% | $7,344-80.1% |