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 | $26,110 | $159,901-83.7% | $146,958-82.2% | $145,922-82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.41% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,451 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $4,564 | $8,428-45.8% | $8,070-43.4% | $6,688-31.8% |
| Admin fee / account holder | $11,723 | $15,044-22.1% | $12,998-9.8% | $13,397-12.5% |