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 7-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 | $20,346 | $76,738-73.5% | $56,411-63.9% | $145,922-86.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.42% | 2994.23%-2979.8pp | 1701.33%-1686.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,346 | $1,380+142.5% | $1,039+222.2% | $4,660-28.2% |
| Participant deferral / active EE | $3,021 | $2,623+15.2% | $1,952+54.8% | $6,688-54.8% |
| Admin fee / account holder | $884 | $3,334-73.5% | $2,829-68.8% | $13,397-93.4% |