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 | $30,734 | $158,398-80.6% | $126,539-75.7% | $142,382-78.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.32% | 593.76%-581.4pp | 425.95%-413.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,016 | $4,650-56.6% | $3,674-45.1% | $4,299-53.1% |
| Participant deferral / active EE | $4,875 | $4,767+2.3% | $4,083+19.4% | $6,507-25.1% |
| Admin fee / account holder | $16,969 | $6,918+145.3% | $6,065+179.8% | $12,624+34.4% |