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 3-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 | $24,403 | $29,660-17.7% | $56,411-56.7% | $80,856-69.8% |
| Participation rate | 75.8% | 41.6%+34.1pp | 52.5%+23.3pp | 67.6%+8.1pp |
| Annual return | 24441.98% | 35.23%+24406.7pp | 1701.33%+22740.6pp | 35.59%+24406.4pp |
| Employer contribution / active EE | $479 | $669-28.4% | $1,039-53.9% | $2,755-82.6% |
| Participant deferral / active EE | $1,968 | $1,226+60.5% | $1,952+0.8% | $4,296-54.2% |
| Admin fee / account holder | $438 | $2,428-81.9% | $2,829-84.5% | $6,918-93.7% |