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 | $6,975 | $96,635-92.8% | $86,612-91.9% | $139,434-95.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 39.09% | 106.41%-67.3pp | 591.07%-552.0pp | 372.94%-333.8pp |
| Employer contribution / active EE | $2,086 | $3,263-36.1% | $3,022-31.0% | $4,751-56.1% |
| Participant deferral / active EE | $2,750 | $4,836-43.1% | $4,438-38.0% | $6,710-59.0% |
| Admin fee / account holder | $469 | $6,408-92.7% | $5,614-91.6% | $11,403-95.9% |