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 | $17,638 | $156,846-88.8% | $121,098-85.4% | $139,434-87.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.61% | 1474.56%-1461.9pp | 985.75%-973.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $7,934 | $5,536+43.3% | $4,164+90.5% | $4,751+67.0% |
| Participant deferral / active EE | $11,287 | $4,844+133.0% | $4,080+176.7% | $6,710+68.2% |
| Admin fee / account holder | $3,683 | $6,946-47.0% | $5,644-34.7% | $11,403-67.7% |