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 | $19,206 | $30,400-36.8% | $53,898-64.4% | $84,808-77.4% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 17.77% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $852 | $603+41.4% | $932-8.6% | $2,631-67.6% |
| Participant deferral / active EE | $3,201 | $1,199+167.1% | $1,826+75.3% | $4,212-24.0% |
| Admin fee / account holder | $823 | $1,993-58.7% | $2,491-67.0% | $7,344-88.8% |