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 | $33,024 | $149,040-77.8% | $120,225-72.5% | $137,256-75.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.46% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,638 | $4,350+75.6% | $3,475+119.8% | $4,156+83.8% |
| Participant deferral / active EE | $4,004 | $4,655-14.0% | $3,999+0.1% | $6,407-37.5% |
| Admin fee / account holder | $840 | $6,348-86.8% | $5,696-85.3% | $12,270-93.2% |