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 | $18,014 | $27,915-35.5% | $58,482-69.2% | $75,163-76.0% |
| Participation rate | 92.9% | 38.8%+54.0pp | 50.9%+42.0pp | 67.2%+25.7pp |
| Annual return | 16.44% | 44.20%-27.8pp | 4239.32%-4222.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,118 | $669+366.0% | $1,053+196.0% | $2,670+16.8% |
| Participant deferral / active EE | $2,261 | $1,201+88.2% | $1,924+17.5% | $4,125-45.2% |
| Admin fee / account holder | $324 | $1,726-81.2% | $2,516-87.1% | $5,651-94.3% |