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 | $30,428 | $70,606-56.9% | $53,898-43.5% | $142,382-78.6% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 16.77% | 619.81%-603.0pp | 528.60%-511.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,614 | $1,202+117.4% | $932+180.4% | $4,299-39.2% |
| Participant deferral / active EE | $6,321 | $2,364+167.4% | $1,826+246.1% | $6,507-2.9% |
| Admin fee / account holder | $800 | $2,852-71.9% | $2,491-67.9% | $12,624-93.7% |