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 | $21,250 | $29,660-28.4% | $56,411-62.3% | $80,856-73.7% |
| Participation rate | 98.3% | 41.6%+56.6pp | 52.5%+45.8pp | 67.6%+30.6pp |
| Annual return | 29.98% | 35.23%-5.2pp | 1701.33%-1671.4pp | 35.59%-5.6pp |
| Employer contribution / active EE | $1,553 | $669+131.9% | $1,039+49.5% | $2,755-43.6% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $377 | $2,428-84.5% | $2,829-86.7% | $6,918-94.5% |