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 9-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 | $31,928 | $57,281-44.3% | $86,612-63.1% | $75,163-57.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 25.32% | 2670.75%-2645.4pp | 591.07%-565.8pp | 160.62%-135.3pp |
| Employer contribution / active EE | $4,667 | $2,314+101.7% | $3,022+54.4% | $2,670+74.8% |
| Participant deferral / active EE | $6,247 | $3,318+88.3% | $4,438+40.8% | $4,125+51.4% |
| Admin fee / account holder | $3,341 | $4,112-18.8% | $5,614-40.5% | $5,651-40.9% |