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 | $23,682 | $89,753-73.6% | $107,525-78.0% | $84,808-72.1% |
| Participation rate | 70.6% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.3pp |
| Annual return | 2886.68% | 29.48%+2857.2pp | 181.32%+2705.4pp | 40.90%+2845.8pp |
| Employer contribution / active EE | $2,024 | $3,113-35.0% | $3,754-46.1% | $2,631-23.1% |
| Participant deferral / active EE | $5,238 | $4,056+29.1% | $5,116+2.4% | $4,212+24.4% |
| Admin fee / account holder | $6,089 | $7,222-15.7% | $8,919-31.7% | $7,344-17.1% |