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 | $94,453 | $201,272-53.1% | $184,203-48.7% | $145,922-35.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 293.25% | 29.00%+264.2pp | 28.81%+264.4pp | 561.29%-268.0pp |
| Employer contribution / active EE | $2,338 | $7,022-66.7% | $6,427-63.6% | $4,660-49.8% |
| Participant deferral / active EE | $11,651 | $9,806+18.8% | $9,131+27.6% | $6,688+74.2% |
| Admin fee / account holder | $409 | $16,364-97.5% | $13,901-97.1% | $13,397-96.9% |