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 | $22,195 | $96,635-77.0% | $86,612-74.4% | $139,434-84.1% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 369.46% | 106.41%+263.0pp | 591.07%-221.6pp | 372.94%-3.5pp |
| Employer contribution / active EE | $2,066 | $3,263-36.7% | $3,022-31.6% | $4,751-56.5% |
| Participant deferral / active EE | $3,411 | $4,836-29.5% | $4,438-23.1% | $6,710-49.2% |
| Admin fee / account holder | $3,315 | $6,408-48.3% | $5,614-41.0% | $11,403-70.9% |