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 | $47,012 | $88,751-47.0% | $81,812-42.5% | $145,922-67.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.46% | 1025.40%-1003.9pp | 773.79%-752.3pp | 561.29%-539.8pp |
| Employer contribution / active EE | $5,594 | $3,083+81.4% | $2,912+92.1% | $4,660+20.0% |
| Participant deferral / active EE | $29,164 | $4,643+528.1% | $4,319+575.3% | $6,688+336.1% |
| Admin fee / account holder | $1,917 | $8,415-77.2% | $7,386-74.0% | $13,397-85.7% |