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 | $26,890 | $49,922-46.1% | $80,569-66.6% | $75,163-64.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 93.84% | 34.69%+59.2pp | 935.43%-841.6pp | 160.62%-66.8pp |
| Employer contribution / active EE | $2,065 | $1,698+21.6% | $2,723-24.2% | $2,670-22.6% |
| Participant deferral / active EE | $4,489 | $2,990+50.1% | $4,447+0.9% | $4,125+8.8% |
| Admin fee / account holder | $1,298 | $3,577-63.7% | $5,377-75.9% | $5,651-77.0% |