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 | $28,451 | $76,738-62.9% | $56,411-49.6% | $145,922-80.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 2994.23%-2975.4pp | 1701.33%-1682.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,760 | $1,380+172.5% | $1,039+262.0% | $4,660-19.3% |
| Participant deferral / active EE | $3,849 | $2,623+46.8% | $1,952+97.2% | $6,688-42.4% |
| Admin fee / account holder | $397 | $3,334-88.1% | $2,829-86.0% | $13,397-97.0% |