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 | $18,261 | $30,400-39.9% | $53,898-66.1% | $84,808-78.5% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 17.07% | 500.19%-483.1pp | 528.60%-511.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,667 | $603+508.4% | $932+293.4% | $2,631+39.4% |
| Participant deferral / active EE | $2,034 | $1,199+69.7% | $1,826+11.4% | $4,212-51.7% |
| Admin fee / account holder | $1,967 | $1,993-1.3% | $2,491-21.0% | $7,344-73.2% |