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 5-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 | $31,900 | $99,921-68.1% | $85,009-62.5% | $145,959-78.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.11% | 83.89%-73.8pp | 66.47%-56.4pp | 561.95%-551.8pp |
| Employer contribution / active EE | $5,492 | $3,233+69.9% | $2,728+101.3% | $4,661+17.8% |
| Participant deferral / active EE | $6,592 | $5,293+24.5% | $4,522+45.8% | $6,689-1.5% |
| Admin fee / account holder | $5,462 | $7,252-24.7% | $6,153-11.2% | $13,398-59.2% |