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 | $18,426 | $158,398-88.4% | $126,539-85.4% | $142,382-87.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.27% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,534 | $4,650-2.5% | $3,674+23.4% | $4,299+5.5% |
| Participant deferral / active EE | $3,034 | $4,767-36.3% | $4,083-25.7% | $6,507-53.4% |
| Admin fee / account holder | $496 | $6,918-92.8% | $6,065-91.8% | $12,624-96.1% |