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 | $28,495 | $124,425-77.1% | $112,040-74.6% | $137,256-79.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 150.77% | 24.72%+126.1pp | 24.52%+126.2pp | 220.34%-69.6pp |
| Employer contribution / active EE | $1,224 | $3,411-64.1% | $2,954-58.6% | $4,156-70.6% |
| Participant deferral / active EE | $7,543 | $5,718+31.9% | $5,098+48.0% | $6,407+17.7% |
| Admin fee / account holder | $334 | $15,207-97.8% | $12,098-97.2% | $12,270-97.3% |