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 10-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 | $64,573 | $165,984-61.1% | $164,813-60.8% | $145,922-55.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 129.28% | 100.03%+29.2pp | 69.93%+59.3pp | 561.29%-432.0pp |
| Employer contribution / active EE | $5,078 | $5,273-3.7% | $4,341+17.0% | $4,660+9.0% |
| Participant deferral / active EE | $13,734 | $6,959+97.4% | $6,031+127.7% | $6,688+105.4% |
| Admin fee / account holder | $64,241 | $16,648+285.9% | $12,690+406.2% | $13,397+379.5% |