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 | $10,636 | $51,638-79.4% | $68,368-84.4% | $82,448-87.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 83.39% | 37.53%+45.9pp | 292.57%-209.2pp | 41.64%+41.8pp |
| Employer contribution / active EE | $2,718 | $2,047+32.8% | $2,649+2.6% | $2,551+6.5% |
| Participant deferral / active EE | $3,575 | $2,914+22.7% | $4,123-13.3% | $4,139-13.6% |
| Admin fee / account holder | $1,930 | $4,643-58.4% | $5,150-62.5% | $7,234-73.3% |