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 | $18,638 | $88,751-79.0% | $81,812-77.2% | $145,922-87.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.44% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,865 | $3,083-7.1% | $2,912-1.6% | $4,660-38.5% |
| Participant deferral / active EE | $4,010 | $4,643-13.6% | $4,319-7.1% | $6,688-40.0% |
| Admin fee / account holder | $1,353 | $8,415-83.9% | $7,386-81.7% | $13,397-89.9% |