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 6-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 | $33,249 | $176,812-81.2% | $146,665-77.3% | $167,490-80.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 305.23% | 24.03%+281.2pp | 22.74%+282.5pp | 478.56%-173.3pp |
| Employer contribution / active EE | $2,185 | $5,160-57.7% | $4,136-47.2% | $4,837-54.8% |
| Participant deferral / active EE | $4,616 | $6,440-28.3% | $5,506-16.2% | $6,341-27.2% |
| Admin fee / account holder | $357 | $13,259-97.3% | $10,280-96.5% | $12,309-97.1% |