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 | $35,205 | $183,519-80.8% | $155,509-77.4% | $145,922-75.9% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 34.08% | 61.17%-27.1pp | 64.67%-30.6pp | 561.29%-527.2pp |
| Employer contribution / active EE | $8,720 | $5,313+64.1% | $4,672+86.6% | $4,660+87.1% |
| Participant deferral / active EE | $10,804 | $6,462+67.2% | $5,626+92.0% | $6,688+61.5% |
| Admin fee / account holder | $3,832 | $19,313-80.2% | $15,912-75.9% | $13,397-71.4% |