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 | $35,416 | $90,348-60.8% | $75,972-53.4% | $145,922-75.7% |
| Participation rate | 82.6% | 74.5%+8.2pp | 69.1%+13.6pp | 80.3%+2.3pp |
| Annual return | 22.67% | 620.88%-598.2pp | 359.55%-336.9pp | 561.29%-538.6pp |
| Employer contribution / active EE | $6,294 | $3,311+90.1% | $2,685+134.4% | $4,660+35.1% |
| Participant deferral / active EE | $6,620 | $5,162+28.2% | $4,255+55.6% | $6,688-1.0% |
| Admin fee / account holder | $397 | $8,467-95.3% | $6,467-93.9% | $13,397-97.0% |