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 | $45,869 | $159,901-71.3% | $146,958-68.8% | $145,922-68.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.99% | 98.13%-79.1pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,697 | $5,286-30.1% | $4,933-25.1% | $4,660-20.7% |
| Participant deferral / active EE | $11,322 | $8,428+34.3% | $8,070+40.3% | $6,688+69.3% |
| Admin fee / account holder | $5,333 | $15,044-64.6% | $12,998-59.0% | $13,397-60.2% |