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 5-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 | $26,565 | $30,400-12.6% | $53,898-50.7% | $84,808-68.7% |
| Participation rate | 97.1% | 46.4%+50.7pp | 55.0%+42.2pp | 68.3%+28.8pp |
| Annual return | 21.66% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,139 | $603+254.9% | $932+129.5% | $2,631-18.7% |
| Participant deferral / active EE | $3,768 | $1,199+214.3% | $1,826+106.3% | $4,212-10.5% |
| Admin fee / account holder | $767 | $1,993-61.5% | $2,491-69.2% | $7,344-89.6% |