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 | $42,667 | $114,381-62.7% | $107,525-60.3% | $142,382-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 272.48% | 242.71%+29.8pp | 181.32%+91.2pp | 217.08%+55.4pp |
| Employer contribution / active EE | $3,269 | $4,015-18.6% | $3,754-12.9% | $4,299-24.0% |
| Participant deferral / active EE | $4,053 | $5,564-27.2% | $5,116-20.8% | $6,507-37.7% |
| Admin fee / account holder | $2,737 | $9,860-72.2% | $8,919-69.3% | $12,624-78.3% |