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 | $21,549 | $70,606-69.5% | $53,898-60.0% | $142,382-84.9% |
| Participation rate | 93.3% | 63.7%+29.6pp | 55.0%+38.4pp | 80.1%+13.2pp |
| Annual return | 20.43% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,789 | $1,202+48.8% | $932+92.0% | $4,299-58.4% |
| Participant deferral / active EE | $7,056 | $2,364+198.5% | $1,826+286.4% | $6,507+8.4% |
| Admin fee / account holder | $567 | $2,852-80.1% | $2,491-77.3% | $12,624-95.5% |