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 3-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 | $44,053 | $74,888-41.2% | $71,209-38.1% | $142,382-69.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.87% | 345.14%-322.3pp | 282.51%-259.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $6,812 | $2,854+138.7% | $2,721+150.4% | $4,299+58.5% |
| Participant deferral / active EE | $18,332 | $4,454+311.5% | $4,175+339.1% | $6,507+181.7% |
| Admin fee / account holder | $9,199 | $5,568+65.2% | $5,349+72.0% | $12,624-27.1% |