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 | $129,762 | $202,432-35.9% | $169,368-23.4% | $139,434-6.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.36% | 531.74%-517.4pp | 405.60%-391.2pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,597 | $4,692-66.0% | $4,013-60.2% | $4,751-66.4% |
| Participant deferral / active EE | $17,252 | $6,938+148.7% | $6,221+177.3% | $6,710+157.1% |
| Admin fee / account holder | $980 | $10,708-90.9% | $9,003-89.1% | $11,403-91.4% |