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 | $70,468 | $158,398-55.5% | $126,539-44.3% | $142,382-50.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.27% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.8pp |
| Employer contribution / active EE | $7,181 | $4,650+54.4% | $3,674+95.4% | $4,299+67.0% |
| Participant deferral / active EE | $11,660 | $4,767+144.6% | $4,083+185.6% | $6,507+79.2% |
| Admin fee / account holder | $1,050 | $6,918-84.8% | $6,065-82.7% | $12,624-91.7% |