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 | $14,792 | $72,400-79.6% | $67,502-78.1% | $145,922-89.9% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 14.83% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,108 | $3,069-63.9% | $2,731-59.4% | $4,660-76.2% |
| Participant deferral / active EE | $4,854 | $4,783+1.5% | $4,000+21.4% | $6,688-27.4% |
| Admin fee / account holder | $405 | $5,539-92.7% | $3,998-89.9% | $13,397-97.0% |