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 | $10,856 | $96,305-88.7% | $80,569-86.5% | $139,434-92.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.20% | 1350.08%-1328.9pp | 935.43%-914.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,354 | $3,262-58.5% | $2,723-50.3% | $4,751-71.5% |
| Participant deferral / active EE | $3,103 | $5,232-40.7% | $4,447-30.2% | $6,710-53.8% |
| Admin fee / account holder | $479 | $6,599-92.7% | $5,377-91.1% | $11,403-95.8% |