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 | $24,725 | $76,738-67.8% | $56,411-56.2% | $145,922-83.1% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 8.89% | 2994.23%-2985.3pp | 1701.33%-1692.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,950 | $1,380+113.8% | $1,039+184.0% | $4,660-36.7% |
| Participant deferral / active EE | $5,678 | $2,623+116.5% | $1,952+190.9% | $6,688-15.1% |
| Admin fee / account holder | $798 | $3,334-76.1% | $2,829-71.8% | $13,397-94.0% |