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 | $77,963 | $102,317-23.8% | $146,958-46.9% | $80,856-3.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.80% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $9,656 | $3,713+160.1% | $4,933+95.8% | $2,755+250.5% |
| Participant deferral / active EE | $5,066 | $6,644-23.8% | $8,070-37.2% | $4,296+17.9% |
| Admin fee / account holder | $8,380 | $7,941+5.5% | $12,998-35.5% | $6,918+21.1% |