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 | $60,616 | $210,648-71.2% | $177,989-65.9% | $145,922-58.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.20% | 385.86%-376.7pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $9,755 | $4,565+113.7% | $3,949+147.0% | $4,660+109.3% |
| Participant deferral / active EE | $3,386 | $6,958-51.3% | $6,276-46.1% | $6,688-49.4% |
| Admin fee / account holder | $2,082 | $12,013-82.7% | $10,363-79.9% | $13,397-84.5% |