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 | $22,241 | $106,515-79.1% | $96,683-77.0% | $139,434-84.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 168.94% | 38.43%+130.5pp | 35.69%+133.3pp | 372.94%-204.0pp |
| Employer contribution / active EE | $6,162 | $4,103+50.2% | $3,737+64.9% | $4,751+29.7% |
| Participant deferral / active EE | $2,673 | $5,454-51.0% | $4,878-45.2% | $6,710-60.2% |
| Admin fee / account holder | $551 | $7,877-93.0% | $6,730-91.8% | $11,403-95.2% |