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 | $50,129 | $159,901-68.6% | $146,958-65.9% | $145,922-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.04% | 98.13%-67.1pp | 418.34%-387.3pp | 561.29%-530.2pp |
| Employer contribution / active EE | $4,523 | $5,286-14.4% | $4,933-8.3% | $4,660-2.9% |
| Participant deferral / active EE | $9,364 | $8,428+11.1% | $8,070+16.0% | $6,688+40.0% |
| Admin fee / account holder | $788 | $15,044-94.8% | $12,998-93.9% | $13,397-94.1% |