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 | $43,217 | $154,117-72.0% | $129,995-66.8% | $139,434-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.63% | 32.48%-5.9pp | -137.18%+163.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $14,824 | $5,289+180.3% | $4,320+243.2% | $4,751+212.0% |
| Participant deferral / active EE | $12,218 | $6,710+82.1% | $5,820+109.9% | $6,710+82.1% |
| Admin fee / account holder | $1,266 | $14,007-91.0% | $10,614-88.1% | $11,403-88.9% |