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 | $8,454 | $90,348-90.6% | $75,972-88.9% | $145,922-94.2% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.1%+11.9pp | 80.3%+0.7pp |
| Annual return | 15.63% | 620.88%-605.2pp | 359.55%-343.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,573 | $3,311-52.5% | $2,685-41.4% | $4,660-66.2% |
| Participant deferral / active EE | $3,176 | $5,162-38.5% | $4,255-25.4% | $6,688-52.5% |
| Admin fee / account holder | $513 | $8,467-93.9% | $6,467-92.1% | $13,397-96.2% |