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 5-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 | $80,353 | $148,534-45.9% | $135,903-40.9% | $139,434-42.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.70% | 79.19%-29.5pp | 68.23%-18.5pp | 372.94%-323.2pp |
| Employer contribution / active EE | $10,150 | $5,243+93.6% | $4,856+109.0% | $4,751+113.6% |
| Participant deferral / active EE | $7,837 | $8,100-3.2% | $7,758+1.0% | $6,710+16.8% |
| Admin fee / account holder | $550 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |