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 | $25,401 | $88,751-71.4% | $81,812-69.0% | $145,922-82.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.46% | 1025.40%-1000.9pp | 773.79%-749.3pp | 561.29%-536.8pp |
| Employer contribution / active EE | $2,522 | $3,083-18.2% | $2,912-13.4% | $4,660-45.9% |
| Participant deferral / active EE | $5,657 | $4,643+21.8% | $4,319+31.0% | $6,688-15.4% |
| Admin fee / account holder | $368 | $8,415-95.6% | $7,386-95.0% | $13,397-97.3% |