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 | $16,484 | $76,738-78.5% | $56,411-70.8% | $145,922-88.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.88% | 2994.23%-2982.3pp | 1701.33%-1689.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,483 | $1,380+7.5% | $1,039+42.8% | $4,660-68.2% |
| Participant deferral / active EE | $3,983 | $2,623+51.9% | $1,952+104.1% | $6,688-40.4% |
| Admin fee / account holder | $1,697 | $3,334-49.1% | $2,829-40.0% | $13,397-87.3% |