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 10-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 | $30,748 | $108,642-71.7% | $74,701-58.8% | $152,861-79.9% |
| Participation rate | 94.1% | 65.3%+28.8pp | 54.5%+39.7pp | 82.4%+11.7pp |
| Annual return | 15.74% | 114.06%-98.3pp | 752.92%-737.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $4,235 | $1,503+181.8% | $1,084+290.8% | $4,762-11.1% |
| Participant deferral / active EE | $1,119 | $2,712-58.8% | $1,964-43.0% | $5,850-80.9% |
| Admin fee / account holder | $585 | $4,902-88.1% | $3,333-82.4% | $11,596-95.0% |