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 5-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 | $47,951 | $159,901-70.0% | $146,958-67.4% | $145,922-67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.52% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $13,786 | $5,286+160.8% | $4,933+179.5% | $4,660+195.9% |
| Participant deferral / active EE | $6,246 | $8,428-25.9% | $8,070-22.6% | $6,688-6.6% |
| Admin fee / account holder | $513 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |