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 | $13,598 | $88,751-84.7% | $81,812-83.4% | $145,922-90.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 19.43% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $3,611 | $3,083+17.1% | $2,912+24.0% | $4,660-22.5% |
| Participant deferral / active EE | $3,192 | $4,643-31.3% | $4,319-26.1% | $6,688-52.3% |
| Admin fee / account holder | $781 | $8,415-90.7% | $7,386-89.4% | $13,397-94.2% |