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 | $40,506 | $57,281-29.3% | $86,612-53.2% | $75,163-46.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 21.77% | 2670.75%-2649.0pp | 591.07%-569.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,670 | $2,314+58.6% | $3,022+21.4% | $2,670+37.5% |
| Participant deferral / active EE | $6,685 | $3,318+101.5% | $4,438+50.6% | $4,125+62.1% |
| Admin fee / account holder | $963 | $4,112-76.6% | $5,614-82.9% | $5,651-83.0% |