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 5-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 | $7,400 | $96,635-92.3% | $86,612-91.5% | $139,434-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.88% | 106.41%-79.5pp | 591.07%-564.2pp | 372.94%-346.1pp |
| Employer contribution / active EE | $1,215 | $3,263-62.8% | $3,022-59.8% | $4,751-74.4% |
| Participant deferral / active EE | $2,422 | $4,836-49.9% | $4,438-45.4% | $6,710-63.9% |
| Admin fee / account holder | $704 | $6,408-89.0% | $5,614-87.5% | $11,403-93.8% |