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 | $32,447 | $70,756-54.1% | $65,493-50.5% | $142,382-77.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.77% | 1754.89%-1735.1pp | 982.45%-962.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,469 | $2,881+55.2% | $2,574+73.6% | $4,299+4.0% |
| Participant deferral / active EE | $5,418 | $4,637+16.8% | $3,961+36.8% | $6,507-16.7% |
| Admin fee / account holder | $5,658 | $6,559-13.7% | $5,028+12.5% | $12,624-55.2% |