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 | $7,922 | $88,751-91.1% | $81,812-90.3% | $145,922-94.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 40.54% | 1025.40%-984.9pp | 773.79%-733.3pp | 561.29%-520.7pp |
| Employer contribution / active EE | $1,945 | $3,083-36.9% | $2,912-33.2% | $4,660-58.3% |
| Participant deferral / active EE | $4,902 | $4,643+5.6% | $4,319+13.5% | $6,688-26.7% |
| Admin fee / account holder | $575 | $8,415-93.2% | $7,386-92.2% | $13,397-95.7% |