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 3-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 | $44,561 | $70,606-36.9% | $53,898-17.3% | $142,382-68.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.12% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,304 | $1,202+8.5% | $932+39.9% | $4,299-69.7% |
| Participant deferral / active EE | $2,251 | $2,364-4.8% | $1,826+23.2% | $6,507-65.4% |
| Admin fee / account holder | $942 | $2,852-67.0% | $2,491-62.2% | $12,624-92.5% |