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 | $15,828 | $110,261-85.6% | $95,745-83.5% | $139,434-88.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 166.86% | 27.11%+139.8pp | 28.35%+138.5pp | 372.94%-206.1pp |
| Employer contribution / active EE | $2,033 | $3,257-37.6% | $2,835-28.3% | $4,751-57.2% |
| Participant deferral / active EE | $7,183 | $4,676+53.6% | $4,245+69.2% | $6,710+7.0% |
| Admin fee / account holder | $14,617 | $6,613+121.0% | $5,678+157.4% | $11,403+28.2% |