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 5-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 | $17,852 | $96,305-81.5% | $80,569-77.8% | $139,434-87.2% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 68.82% | 1350.08%-1281.3pp | 935.43%-866.6pp | 372.94%-304.1pp |
| Employer contribution / active EE | $1,259 | $3,262-61.4% | $2,723-53.8% | $4,751-73.5% |
| Participant deferral / active EE | $3,955 | $5,232-24.4% | $4,447-11.1% | $6,710-41.1% |
| Admin fee / account holder | $529 | $6,599-92.0% | $5,377-90.2% | $11,403-95.4% |