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 | $17,771 | $96,635-81.6% | $86,612-79.5% | $139,434-87.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.27% | 106.41%-77.1pp | 591.07%-561.8pp | 372.94%-343.7pp |
| Employer contribution / active EE | $2,762 | $3,263-15.4% | $3,022-8.6% | $4,751-41.9% |
| Participant deferral / active EE | $6,083 | $4,836+25.8% | $4,438+37.1% | $6,710-9.4% |
| Admin fee / account holder | $2,105 | $6,408-67.1% | $5,614-62.5% | $11,403-81.5% |