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 10-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 | $41,714 | $78,422-46.8% | $95,952-56.5% | $79,858-47.8% |
| Participation rate | 95.7% | 73.5%+22.3pp | 77.1%+18.7pp | 69.6%+26.1pp |
| Annual return | 2651.22% | 19.37%+2631.8pp | 91.61%+2559.6pp | 31.71%+2619.5pp |
| Employer contribution / active EE | $9,289 | $1,945+377.6% | $2,541+265.6% | $2,471+275.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,611 | $5,622-53.6% | $6,795-61.6% | $5,306-50.8% |