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 | $75,037 | $123,909-39.4% | $69,647+7.7% | $145,922-48.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 190.55%-181.0pp | 100.48%-90.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,995 | $2,682-25.6% | $1,712+16.5% | $4,660-57.2% |
| Participant deferral / active EE | $19,322 | $4,236+356.1% | $2,886+569.5% | $6,688+188.9% |
| Admin fee / account holder | $564 | $7,863-92.8% | $4,713-88.0% | $13,397-95.8% |