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 | $14,207 | $96,635-85.3% | $86,612-83.6% | $139,434-89.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 29.21% | 106.41%-77.2pp | 591.07%-561.9pp | 372.94%-343.7pp |
| Employer contribution / active EE | $5,625 | $3,263+72.4% | $3,022+86.1% | $4,751+18.4% |
| Participant deferral / active EE | $6,197 | $4,836+28.1% | $4,438+39.6% | $6,710-7.7% |
| Admin fee / account holder | $5,940 | $6,408-7.3% | $5,614+5.8% | $11,403-47.9% |