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 | $18,463 | $175,202-89.5% | $149,673-87.7% | $139,434-86.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 62.13% | 166.71%-104.6pp | 134.42%-72.3pp | 372.94%-310.8pp |
| Employer contribution / active EE | $3,118 | $5,474-43.0% | $4,818-35.3% | $4,751-34.4% |
| Participant deferral / active EE | $16,963 | $6,519+160.2% | $5,680+198.7% | $6,710+152.8% |
| Admin fee / account holder | $576 | $16,150-96.4% | $13,210-95.6% | $11,403-95.0% |