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 3-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 | $13,243 | $106,515-87.6% | $96,683-86.3% | $139,434-90.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 327.60% | 38.43%+289.2pp | 35.69%+291.9pp | 372.94%-45.3pp |
| Employer contribution / active EE | $2,784 | $4,103-32.1% | $3,737-25.5% | $4,751-41.4% |
| Participant deferral / active EE | $9,120 | $5,454+67.2% | $4,878+87.0% | $6,710+35.9% |
| Admin fee / account holder | $918 | $7,877-88.3% | $6,730-86.4% | $11,403-92.0% |