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 | $7,948 | $76,738-89.6% | $56,411-85.9% | $145,922-94.6% |
| Participation rate | 81.3% | 63.2%+18.0pp | 52.5%+28.8pp | 80.3%+1.0pp |
| Annual return | 13.86% | 2994.23%-2980.4pp | 1701.33%-1687.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,527 | $1,380+10.7% | $1,039+47.0% | $4,660-67.2% |
| Participant deferral / active EE | $1,903 | $2,623-27.5% | $1,952-2.5% | $6,688-71.6% |
| Admin fee / account holder | $670 | $3,334-79.9% | $2,829-76.3% | $13,397-95.0% |