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 | $34,947 | $74,888-53.3% | $71,209-50.9% | $142,382-75.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.02% | 345.14%-321.1pp | 282.51%-258.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,439 | $2,854-14.5% | $2,721-10.4% | $4,299-43.3% |
| Participant deferral / active EE | $5,657 | $4,454+27.0% | $4,175+35.5% | $6,507-13.1% |
| Admin fee / account holder | $1,114 | $5,568-80.0% | $5,349-79.2% | $12,624-91.2% |