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 | $16,096 | $70,756-77.3% | $65,493-75.4% | $142,382-88.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 47.78% | 1754.89%-1707.1pp | 982.45%-934.7pp | 217.08%-169.3pp |
| Employer contribution / active EE | $2,081 | $2,881-27.8% | $2,574-19.2% | $4,299-51.6% |
| Participant deferral / active EE | $2,732 | $4,637-41.1% | $3,961-31.0% | $6,507-58.0% |
| Admin fee / account holder | $4,908 | $6,559-25.2% | $5,028-2.4% | $12,624-61.1% |