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 5-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 | $8,659 | $81,625-89.4% | $58,482-85.2% | $139,434-93.8% |
| Participation rate | 82.4% | 61.3%+21.0pp | 50.9%+31.5pp | 80.3%+2.0pp |
| Annual return | 21.81% | 7404.20%-7382.4pp | 4239.32%-4217.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,724 | $1,398+23.3% | $1,053+63.7% | $4,751-63.7% |
| Participant deferral / active EE | $2,716 | $2,557+6.3% | $1,924+41.2% | $6,710-59.5% |
| Admin fee / account holder | $1,117 | $3,265-65.8% | $2,516-55.6% | $11,403-90.2% |