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 10-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 | $103,464 | $76,738+34.8% | $56,411+83.4% | $145,922-29.1% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.8pp | 80.3%+8.0pp |
| Annual return | 20.48% | 2994.23%-2973.7pp | 1701.33%-1680.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $589 | $1,380-57.3% | $1,039-43.3% | $4,660-87.4% |
| Participant deferral / active EE | $3,926 | $2,623+49.7% | $1,952+101.1% | $6,688-41.3% |
| Admin fee / account holder | $808 | $3,334-75.8% | $2,829-71.4% | $13,397-94.0% |