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 | $69,996 | $99,877-29.9% | $84,966-17.6% | $145,922-52.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 3982.51% | 83.76%+3898.7pp | 66.38%+3916.1pp | 561.29%+3421.2pp |
| Employer contribution / active EE | $1,388 | $3,231-57.1% | $2,727-49.1% | $4,660-70.2% |
| Participant deferral / active EE | $1,549 | $5,291-70.7% | $4,519-65.7% | $6,688-76.8% |
| Admin fee / account holder | $899 | $7,248-87.6% | $6,149-85.4% | $13,397-93.3% |