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 | $7,282 | $96,305-92.4% | $80,569-91.0% | $139,434-94.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 43.18% | 1350.08%-1306.9pp | 935.43%-892.2pp | 372.94%-329.8pp |
| Employer contribution / active EE | $2,267 | $3,262-30.5% | $2,723-16.7% | $4,751-52.3% |
| Participant deferral / active EE | $4,051 | $5,232-22.6% | $4,447-8.9% | $6,710-39.6% |
| Admin fee / account holder | $1,711 | $6,599-74.1% | $5,377-68.2% | $11,403-85.0% |