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 | $10,561 | $29,660-64.4% | $56,411-81.3% | $80,856-86.9% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 10.91% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,301 | $669+94.4% | $1,039+25.3% | $2,755-52.8% |
| Participant deferral / active EE | $2,988 | $1,226+143.7% | $1,952+53.1% | $4,296-30.4% |
| Admin fee / account holder | $1,025 | $2,428-57.8% | $2,829-63.8% | $6,918-85.2% |