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 | $16,623 | $96,635-82.8% | $86,612-80.8% | $139,434-88.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.77% | 106.41%-81.6pp | 591.07%-566.3pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,619 | $3,263-19.7% | $3,022-13.4% | $4,751-44.9% |
| Participant deferral / active EE | $7,006 | $4,836+44.9% | $4,438+57.9% | $6,710+4.4% |
| Admin fee / account holder | $831 | $6,408-87.0% | $5,614-85.2% | $11,403-92.7% |