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 | $41,316 | $34,308+20.4% | $74,701-44.7% | $72,985-43.4% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 22.32% | 26.58%-4.3pp | 752.92%-730.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $402 | $692-41.9% | $1,084-62.9% | $2,440-83.5% |
| Participant deferral / active EE | $1,675 | $1,271+31.8% | $1,964-14.7% | $3,607-53.6% |
| Admin fee / account holder | $9,214 | $2,124+333.8% | $3,333+176.5% | $5,124+79.8% |