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 | $20,855 | $77,899-73.2% | $149,673-86.1% | $75,163-72.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 251.07% | 31.72%+219.4pp | 134.42%+116.7pp | 160.62%+90.5pp |
| Employer contribution / active EE | $7,025 | $3,137+123.9% | $4,818+45.8% | $2,670+163.1% |
| Participant deferral / active EE | $7,241 | $3,411+112.3% | $5,680+27.5% | $4,125+75.5% |
| Admin fee / account holder | $661 | $5,956-88.9% | $13,210-95.0% | $5,651-88.3% |