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 | $56,534 | $96,305-41.3% | $80,569-29.8% | $139,434-59.5% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 20.24% | 1350.08%-1329.8pp | 935.43%-915.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,783 | $3,262-45.3% | $2,723-34.5% | $4,751-62.5% |
| Participant deferral / active EE | $3,548 | $5,232-32.2% | $4,447-20.2% | $6,710-47.1% |
| Admin fee / account holder | $523 | $6,599-92.1% | $5,377-90.3% | $11,403-95.4% |