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 | $23,139 | $80,812-71.4% | $160,784-85.6% | $82,448-71.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 21.44% | 100.59%-79.2pp | 1803.92%-1782.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,895 | $2,174+33.2% | $3,733-22.4% | $2,551+13.5% |
| Participant deferral / active EE | $5,180 | $4,335+19.5% | $6,293-17.7% | $4,139+25.1% |
| Admin fee / account holder | $1,009 | $7,695-86.9% | $9,717-89.6% | $7,234-86.1% |