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 | $13,425 | $30,400-55.8% | $53,898-75.1% | $84,808-84.2% |
| Participation rate | 96.3% | 46.4%+49.9pp | 55.0%+41.3pp | 68.3%+28.0pp |
| Annual return | 23.42% | 500.19%-476.8pp | 528.60%-505.2pp | 40.90%-17.5pp |
| Employer contribution / active EE | $2,093 | $603+247.3% | $932+124.6% | $2,631-20.4% |
| Participant deferral / active EE | $4,431 | $1,199+269.7% | $1,826+142.6% | $4,212+5.2% |
| Admin fee / account holder | $2,962 | $1,993+48.6% | $2,491+18.9% | $7,344-59.7% |