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 | $23,603 | $149,040-84.2% | $120,225-80.4% | $137,256-82.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.37% | 605.68%-578.3pp | 439.23%-411.9pp | 220.34%-193.0pp |
| Employer contribution / active EE | $2,845 | $4,350-34.6% | $3,475-18.1% | $4,156-31.6% |
| Participant deferral / active EE | $5,271 | $4,655+13.2% | $3,999+31.8% | $6,407-17.7% |
| Admin fee / account holder | $642 | $6,348-89.9% | $5,696-88.7% | $12,270-94.8% |