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 | $36,721 | $74,888-51.0% | $71,209-48.4% | $142,382-74.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.19% | 345.14%-319.9pp | 282.51%-257.3pp | 217.08%-191.9pp |
| Employer contribution / active EE | $9,000 | $2,854+215.3% | $2,721+230.8% | $4,299+109.3% |
| Participant deferral / active EE | $6,060 | $4,454+36.0% | $4,175+45.1% | $6,507-6.9% |
| Admin fee / account holder | $338 | $5,568-93.9% | $5,349-93.7% | $12,624-97.3% |