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 | $22,226 | $81,625-72.8% | $58,482-62.0% | $139,434-84.1% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 27.43% | 7404.20%-7376.8pp | 4239.32%-4211.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $11,782 | $1,398+742.6% | $1,053+1018.6% | $4,751+148.0% |
| Participant deferral / active EE | $4,695 | $2,557+83.6% | $1,924+144.1% | $6,710-30.0% |
| Admin fee / account holder | $733 | $3,265-77.6% | $2,516-70.9% | $11,403-93.6% |