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 | $20,966 | $158,398-86.8% | $126,539-83.4% | $142,382-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.21% | 593.76%-581.5pp | 425.95%-413.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,435 | $4,650-69.1% | $3,674-60.9% | $4,299-66.6% |
| Participant deferral / active EE | $4,718 | $4,767-1.0% | $4,083+15.6% | $6,507-27.5% |
| Admin fee / account holder | $2,966 | $6,918-57.1% | $6,065-51.1% | $12,624-76.5% |