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 | $28,772 | $158,398-81.8% | $126,539-77.3% | $142,382-79.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.69% | 593.76%-583.1pp | 425.95%-415.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,238 | $4,650-30.4% | $3,674-11.9% | $4,299-24.7% |
| Participant deferral / active EE | $5,438 | $4,767+14.1% | $4,083+33.2% | $6,507-16.4% |
| Admin fee / account holder | $363 | $6,918-94.8% | $6,065-94.0% | $12,624-97.1% |