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 | $23,450 | $76,738-69.4% | $56,411-58.4% | $145,922-83.9% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 13.68% | 2994.23%-2980.5pp | 1701.33%-1687.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,370 | $1,380-0.7% | $1,039+31.9% | $4,660-70.6% |
| Participant deferral / active EE | $2,313 | $2,623-11.8% | $1,952+18.5% | $6,688-65.4% |
| Admin fee / account holder | $1,594 | $3,334-52.2% | $2,829-43.7% | $13,397-88.1% |