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 6-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 | $29,995 | $96,635-69.0% | $86,612-65.4% | $139,434-78.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.03% | 106.41%-85.4pp | 591.07%-570.0pp | 372.94%-351.9pp |
| Employer contribution / active EE | $6,414 | $3,263+96.6% | $3,022+112.2% | $4,751+35.0% |
| Participant deferral / active EE | $5,983 | $4,836+23.7% | $4,438+34.8% | $6,710-10.8% |
| Admin fee / account holder | $2,404 | $6,408-62.5% | $5,614-57.2% | $11,403-78.9% |