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 | $15,116 | $72,071-79.0% | $68,368-77.9% | $137,256-89.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 78.72% | 353.14%-274.4pp | 292.57%-213.9pp | 220.34%-141.6pp |
| Employer contribution / active EE | $6,204 | $2,788+122.5% | $2,649+134.2% | $4,156+49.3% |
| Participant deferral / active EE | $6,319 | $4,410+43.3% | $4,123+53.3% | $6,407-1.4% |
| Admin fee / account holder | $1,664 | $5,336-68.8% | $5,150-67.7% | $12,270-86.4% |