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 | $41,496 | $102,382-59.5% | $147,005-71.8% | $80,874-48.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.40% | 134.89%-109.5pp | 418.76%-393.4pp | 35.62%-10.2pp |
| Employer contribution / active EE | $7,607 | $3,715+104.8% | $4,934+54.2% | $2,756+176.1% |
| Participant deferral / active EE | $11,501 | $6,646+73.0% | $8,070+42.5% | $4,297+167.7% |
| Admin fee / account holder | $2,321 | $7,942-70.8% | $13,006-82.2% | $6,935-66.5% |