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 3-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 | $27,492 | $72,400-62.0% | $67,502-59.3% | $145,922-81.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.64% | 7182.46%-7167.8pp | 3512.12%-3497.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,874 | $3,069-39.0% | $2,731-31.4% | $4,660-59.8% |
| Participant deferral / active EE | $20,602 | $4,783+330.8% | $4,000+415.1% | $6,688+208.1% |
| Admin fee / account holder | $12,792 | $5,539+131.0% | $3,998+220.0% | $13,397-4.5% |