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 | $18,104 | $34,308-47.2% | $74,701-75.8% | $72,985-75.2% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 22.82% | 26.58%-3.8pp | 752.92%-730.1pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,517 | $692+263.9% | $1,084+132.2% | $2,440+3.1% |
| Participant deferral / active EE | $3,154 | $1,271+148.1% | $1,964+60.6% | $3,607-12.6% |
| Admin fee / account holder | $301 | $2,124-85.8% | $3,333-91.0% | $5,124-94.1% |