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 | $33,979 | $165,984-79.5% | $164,813-79.4% | $145,922-76.7% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 16.21% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,193 | $5,273-20.5% | $4,341-3.4% | $4,660-10.0% |
| Participant deferral / active EE | $8,018 | $6,959+15.2% | $6,031+32.9% | $6,688+19.9% |
| Admin fee / account holder | $993 | $16,648-94.0% | $12,690-92.2% | $13,397-92.6% |