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 | $20,129 | $176,662-88.6% | $130,648-84.6% | $152,861-86.8% |
| Participation rate | 73.3% | 79.0%-5.6pp | 71.7%+1.6pp | 82.4%-9.1pp |
| Annual return | 22.42% | 2692.24%-2669.8pp | 1708.96%-1686.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,091 | $5,742-81.0% | $4,092-73.3% | $4,762-77.1% |
| Participant deferral / active EE | $2,541 | $4,361-41.7% | $3,603-29.5% | $5,850-56.6% |
| Admin fee / account holder | $1,146 | $7,133-83.9% | $5,464-79.0% | $11,596-90.1% |