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 | $39,420 | $159,934-75.4% | $147,005-73.2% | $145,959-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.32% | 98.24%-75.9pp | 418.76%-396.4pp | 561.95%-539.6pp |
| Employer contribution / active EE | $2,020 | $5,287-61.8% | $4,934-59.1% | $4,661-56.7% |
| Participant deferral / active EE | $6,535 | $8,427-22.5% | $8,070-19.0% | $6,689-2.3% |
| Admin fee / account holder | $2,867 | $15,053-81.0% | $13,006-78.0% | $13,398-78.6% |