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 | $18,466 | $169,032-89.1% | $129,207-85.7% | $145,922-87.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 256.23% | 14330.11%-14073.9pp | 9417.33%-9161.1pp | 561.29%-305.1pp |
| Employer contribution / active EE | $3,706 | $5,537-33.1% | $4,153-10.8% | $4,660-20.5% |
| Participant deferral / active EE | $5,021 | $4,987+0.7% | $4,168+20.5% | $6,688-24.9% |
| Admin fee / account holder | $1,114 | $9,954-88.8% | $7,715-85.6% | $13,397-91.7% |