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 4-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 | $22,666 | $76,785-70.5% | $56,441-59.8% | $145,959-84.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.55% | 3000.51%-2989.0pp | 1704.21%-1692.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $643 | $1,381-53.4% | $1,039-38.1% | $4,661-86.2% |
| Participant deferral / active EE | $2,284 | $2,624-12.9% | $1,953+17.0% | $6,689-65.9% |
| Admin fee / account holder | $492 | $3,334-85.2% | $2,829-82.6% | $13,398-96.3% |