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 | $12,172 | $96,635-87.4% | $86,612-85.9% | $139,434-91.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.48% | 106.41%-79.9pp | 591.07%-564.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,425 | $3,263-25.7% | $3,022-19.8% | $4,751-49.0% |
| Participant deferral / active EE | $3,572 | $4,836-26.1% | $4,438-19.5% | $6,710-46.8% |
| Admin fee / account holder | $924 | $6,408-85.6% | $5,614-83.6% | $11,403-91.9% |