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 | $52,455 | $111,814-53.1% | $103,374-49.3% | $145,959-64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 257.34% | 24.77%+232.6pp | 24.89%+232.4pp | 561.95%-304.6pp |
| Employer contribution / active EE | $2,761 | $4,214-34.5% | $3,869-28.6% | $4,661-40.8% |
| Participant deferral / active EE | $4,744 | $5,618-15.6% | $5,058-6.2% | $6,689-29.1% |
| Admin fee / account holder | $743 | $9,754-92.4% | $8,394-91.1% | $13,398-94.5% |