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 | $61,933 | $72,071-14.1% | $68,368-9.4% | $137,256-54.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 149.33% | 353.14%-203.8pp | 292.57%-143.2pp | 220.34%-71.0pp |
| Employer contribution / active EE | $1,310 | $2,788-53.0% | $2,649-50.5% | $4,156-68.5% |
| Participant deferral / active EE | $9,825 | $4,410+122.8% | $4,123+138.3% | $6,407+53.3% |
| Admin fee / account holder | $310 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |