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 | $6,468 | $96,305-93.3% | $80,569-92.0% | $139,434-95.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 38.23% | 1350.08%-1311.9pp | 935.43%-897.2pp | 372.94%-334.7pp |
| Employer contribution / active EE | $1,708 | $3,262-47.7% | $2,723-37.3% | $4,751-64.1% |
| Participant deferral / active EE | $2,134 | $5,232-59.2% | $4,447-52.0% | $6,710-68.2% |
| Admin fee / account holder | $431 | $6,599-93.5% | $5,377-92.0% | $11,403-96.2% |