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 | $47,723 | $102,317-53.4% | $146,958-67.5% | $80,856-41.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.31% | 134.76%-113.4pp | 418.34%-397.0pp | 35.59%-14.3pp |
| Employer contribution / active EE | $10,961 | $3,713+195.2% | $4,933+122.2% | $2,755+297.9% |
| Participant deferral / active EE | $10,036 | $6,644+51.1% | $8,070+24.4% | $4,296+133.6% |
| Admin fee / account holder | $770 | $7,941-90.3% | $12,998-94.1% | $6,918-88.9% |