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 | $22,333 | $74,888-70.2% | $71,209-68.6% | $142,382-84.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 122.49% | 345.14%-222.7pp | 282.51%-160.0pp | 217.08%-94.6pp |
| Employer contribution / active EE | $5,014 | $2,854+75.7% | $2,721+84.3% | $4,299+16.6% |
| Participant deferral / active EE | $5,455 | $4,454+22.5% | $4,175+30.7% | $6,507-16.2% |
| Admin fee / account holder | $3,031 | $5,568-45.6% | $5,349-43.3% | $12,624-76.0% |