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 | $11,839 | $76,738-84.6% | $56,411-79.0% | $145,922-91.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 9.51% | 2994.23%-2984.7pp | 1701.33%-1691.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,962 | $1,380+42.2% | $1,039+88.9% | $4,660-57.9% |
| Participant deferral / active EE | $2,672 | $2,623+1.9% | $1,952+36.9% | $6,688-60.1% |
| Admin fee / account holder | $1,439 | $3,334-56.8% | $2,829-49.1% | $13,397-89.3% |