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 | $18,768 | $74,888-74.9% | $71,209-73.6% | $142,382-86.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.97% | 345.14%-324.2pp | 282.51%-261.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,312 | $2,854-19.0% | $2,721-15.0% | $4,299-46.2% |
| Participant deferral / active EE | $2,312 | $4,454-48.1% | $4,175-44.6% | $6,507-64.5% |
| Admin fee / account holder | $2,743 | $5,568-50.7% | $5,349-48.7% | $12,624-78.3% |