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 | $106,327 | $149,040-28.7% | $120,225-11.6% | $137,256-22.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.00% | 605.68%-589.7pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,783 | $4,350-36.0% | $3,475-19.9% | $4,156-33.0% |
| Participant deferral / active EE | $7,410 | $4,655+59.2% | $3,999+85.3% | $6,407+15.7% |
| Admin fee / account holder | $3,003 | $6,348-52.7% | $5,696-47.3% | $12,270-75.5% |