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 | $23,622 | $70,756-66.6% | $65,493-63.9% | $142,382-83.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.05% | 1754.89%-1734.8pp | 982.45%-962.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,581 | $2,881+59.0% | $2,574+78.0% | $4,299+6.6% |
| Participant deferral / active EE | $4,738 | $4,637+2.2% | $3,961+19.6% | $6,507-27.2% |
| Admin fee / account holder | $593 | $6,559-91.0% | $5,028-88.2% | $12,624-95.3% |