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 | $40,658 | $94,625-57.0% | $116,228-65.0% | $84,808-52.1% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.6%+20.4pp | 68.3%+26.7pp |
| Annual return | 8458.03% | 20.40%+8437.6pp | 90.06%+8368.0pp | 40.90%+8417.1pp |
| Employer contribution / active EE | $8,555 | $2,347+264.6% | $2,994+185.7% | $2,631+225.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,013 | $10,091-70.1% | $11,989-74.9% | $7,344-59.0% |