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 6-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 | $13,374 | $70,606-81.1% | $53,898-75.2% | $142,382-90.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.58% | 619.81%-599.2pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,413 | $1,202+183.9% | $932+266.2% | $4,299-20.6% |
| Participant deferral / active EE | $2,243 | $2,364-5.1% | $1,826+22.8% | $6,507-65.5% |
| Admin fee / account holder | $340 | $2,852-88.1% | $2,491-86.3% | $12,624-97.3% |