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 | $10,869 | $76,738-85.8% | $56,411-80.7% | $145,922-92.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 13.80% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $798 | $1,380-42.2% | $1,039-23.2% | $4,660-82.9% |
| Participant deferral / active EE | $2,927 | $2,623+11.6% | $1,952+49.9% | $6,688-56.2% |
| Admin fee / account holder | $552 | $3,334-83.5% | $2,829-80.5% | $13,397-95.9% |