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 | $60,503 | $111,724-45.8% | $93,606-35.4% | $145,922-58.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 51.32% | 202.98%-151.7pp | 133.20%-81.9pp | 561.29%-510.0pp |
| Employer contribution / active EE | $3,712 | $3,090+20.1% | $2,420+53.4% | $4,660-20.3% |
| Participant deferral / active EE | $12,357 | $4,912+151.6% | $4,411+180.1% | $6,688+84.8% |
| Admin fee / account holder | $13,255 | $10,250+29.3% | $8,285+60.0% | $13,397-1.1% |