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 3-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 | $49,815 | $159,901-68.8% | $146,958-66.1% | $145,922-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.49% | 98.13%-67.6pp | 418.34%-387.8pp | 561.29%-530.8pp |
| Employer contribution / active EE | $1,292 | $5,286-75.6% | $4,933-73.8% | $4,660-72.3% |
| Participant deferral / active EE | $10,540 | $8,428+25.1% | $8,070+30.6% | $6,688+57.6% |
| Admin fee / account holder | $401 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |