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 | $116,833 | $70,669+65.3% | $169,368-31.0% | $75,163+55.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 325.84% | 36.36%+289.5pp | 405.60%-79.8pp | 160.62%+165.2pp |
| Employer contribution / active EE | $1,186 | $2,211-46.3% | $4,013-70.4% | $2,670-55.6% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $675 | $5,402-87.5% | $9,003-92.5% | $5,651-88.1% |