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 | $21,796 | $159,901-86.4% | $146,958-85.2% | $145,922-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 110.92% | 98.13%+12.8pp | 418.34%-307.4pp | 561.29%-450.4pp |
| Employer contribution / active EE | $10,236 | $5,286+93.6% | $4,933+107.5% | $4,660+119.7% |
| Participant deferral / active EE | $16,408 | $8,428+94.7% | $8,070+103.3% | $6,688+145.3% |
| Admin fee / account holder | $7,879 | $15,044-47.6% | $12,998-39.4% | $13,397-41.2% |