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 6-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 | $40,168 | $108,919-63.1% | $100,391-60.0% | $145,922-72.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 35.08% | 57.88%-22.8pp | 49.20%-14.1pp | 561.29%-526.2pp |
| Employer contribution / active EE | $18,116 | $4,419+309.9% | $3,942+359.6% | $4,660+288.8% |
| Participant deferral / active EE | $31,333 | $8,445+271.0% | $8,082+287.7% | $6,688+368.5% |
| Admin fee / account holder | $2,287 | $9,689-76.4% | $7,899-71.1% | $13,397-82.9% |