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 | $50,717 | $73,933-31.4% | $96,683-47.5% | $75,163-32.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 94.85% | 26.70%+68.1pp | 35.69%+59.2pp | 160.62%-65.8pp |
| Employer contribution / active EE | $4,695 | $2,928+60.4% | $3,737+25.7% | $2,670+75.9% |
| Participant deferral / active EE | $4,711 | $3,659+28.8% | $4,878-3.4% | $4,125+14.2% |
| Admin fee / account holder | $4,266 | $5,216-18.2% | $6,730-36.6% | $5,651-24.5% |