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 | $38,219 | $99,020-61.4% | $86,590-55.9% | $147,584-74.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.17% | 1312.34%-1284.2pp | 964.84%-936.7pp | 578.55%-550.4pp |
| Employer contribution / active EE | $4,185 | $3,132+33.6% | $2,839+47.4% | $4,876-14.2% |
| Participant deferral / active EE | $6,681 | $3,972+68.2% | $3,609+85.1% | $5,439+22.8% |
| Admin fee / account holder | $387 | $5,710-93.2% | $4,906-92.1% | $10,885-96.4% |