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 | $21,047 | $68,346-69.2% | $94,646-77.8% | $75,163-72.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 72.13% | 616.93%-544.8pp | 156.71%-84.6pp | 160.62%-88.5pp |
| Employer contribution / active EE | $6,566 | $2,701+143.1% | $3,672+78.8% | $2,670+145.9% |
| Participant deferral / active EE | $13,107 | $6,537+100.5% | $7,418+76.7% | $4,125+217.7% |
| Admin fee / account holder | $1,934 | $5,326-63.7% | $7,231-73.3% | $5,651-65.8% |