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 | $17,784 | $123,909-85.6% | $69,647-74.5% | $145,922-87.8% |
| Participation rate | 87.5% | 69.2%+18.3pp | 66.5%+21.0pp | 80.3%+7.2pp |
| Annual return | 10.83% | 190.55%-179.7pp | 100.48%-89.7pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,830 | $2,682-31.7% | $1,712+6.9% | $4,660-60.7% |
| Participant deferral / active EE | $3,534 | $4,236-16.6% | $2,886+22.5% | $6,688-47.2% |
| Admin fee / account holder | $320 | $7,863-95.9% | $4,713-93.2% | $13,397-97.6% |