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 | $58,723 | $156,846-62.6% | $121,098-51.5% | $139,434-57.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.52% | 1474.56%-1454.0pp | 985.75%-965.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,400 | $5,536-56.6% | $4,164-42.4% | $4,751-49.5% |
| Participant deferral / active EE | $12,250 | $4,844+152.9% | $4,080+200.3% | $6,710+82.6% |
| Admin fee / account holder | $479 | $6,946-93.1% | $5,644-91.5% | $11,403-95.8% |