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 | $8,238 | $96,635-91.5% | $86,612-90.5% | $139,434-94.1% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 22.94% | 106.41%-83.5pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,961 | $3,263-39.9% | $3,022-35.1% | $4,751-58.7% |
| Participant deferral / active EE | $2,812 | $4,836-41.9% | $4,438-36.6% | $6,710-58.1% |
| Admin fee / account holder | $633 | $6,408-90.1% | $5,614-88.7% | $11,403-94.5% |