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 | $32,508 | $76,738-57.6% | $56,411-42.4% | $145,922-77.7% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 10.85% | 2994.23%-2983.4pp | 1701.33%-1690.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $526 | $1,380-61.9% | $1,039-49.3% | $4,660-88.7% |
| Participant deferral / active EE | $2,124 | $2,623-19.0% | $1,952+8.8% | $6,688-68.2% |
| Admin fee / account holder | $369 | $3,334-88.9% | $2,829-87.0% | $13,397-97.2% |