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 | $11,678 | $88,751-86.8% | $81,812-85.7% | $145,922-92.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 11.50% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,372 | $3,083+171.5% | $2,912+187.5% | $4,660+79.7% |
| Participant deferral / active EE | $5,256 | $4,643+13.2% | $4,319+21.7% | $6,688-21.4% |
| Admin fee / account holder | $1,083 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |