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 | $62,563 | $109,881-43.1% | $150,045-58.3% | $84,808-26.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 83.71% | 28.25%+55.5pp | 62.55%+21.2pp | 40.90%+42.8pp |
| Employer contribution / active EE | $4,580 | $3,561+28.6% | $4,693-2.4% | $2,631+74.1% |
| Participant deferral / active EE | $8,403 | $6,636+26.6% | $7,997+5.1% | $4,212+99.5% |
| Admin fee / account holder | $310 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |