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 | $18,106 | $133,922-86.5% | $116,228-84.4% | $142,382-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 29.93% | 147.76%-117.8pp | 90.06%-60.1pp | 217.08%-187.1pp |
| Employer contribution / active EE | $3,856 | $3,446+11.9% | $2,994+28.8% | $4,299-10.3% |
| Participant deferral / active EE | $5,806 | $5,672+2.4% | $4,953+17.2% | $6,507-10.8% |
| Admin fee / account holder | $818 | $14,945-94.5% | $11,989-93.2% | $12,624-93.5% |