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 | $49,296 | $96,305-48.8% | $80,569-38.8% | $139,434-64.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.16% | 1350.08%-1336.9pp | 935.43%-922.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $17,451 | $3,262+435.0% | $2,723+540.7% | $4,751+267.3% |
| Participant deferral / active EE | $14,653 | $5,232+180.1% | $4,447+229.5% | $6,710+118.4% |
| Admin fee / account holder | $1,012 | $6,599-84.7% | $5,377-81.2% | $11,403-91.1% |