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 | $11,923 | $81,625-85.4% | $58,482-79.6% | $139,434-91.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.23% | 7404.20%-7383.0pp | 4239.32%-4218.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,406 | $1,398+0.6% | $1,053+33.5% | $4,751-70.4% |
| Participant deferral / active EE | $5,141 | $2,557+101.1% | $1,924+167.2% | $6,710-23.4% |
| Admin fee / account holder | $1,382 | $3,265-57.7% | $2,516-45.1% | $11,403-87.9% |