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 | $39,400 | $110,257-64.3% | $96,544-59.2% | $139,434-71.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 309.23% | 26.32%+282.9pp | 25.84%+283.4pp | 372.94%-63.7pp |
| Employer contribution / active EE | $5,705 | $3,620+57.6% | $2,965+92.4% | $4,751+20.1% |
| Participant deferral / active EE | $11,269 | $5,548+103.1% | $4,851+132.3% | $6,710+67.9% |
| Admin fee / account holder | $823 | $11,591-92.9% | $8,252-90.0% | $11,403-92.8% |