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 | $78,490 | $111,754-29.8% | $103,333-24.0% | $145,922-46.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 109.83% | 24.77%+85.1pp | 24.88%+84.9pp | 561.29%-451.5pp |
| Employer contribution / active EE | $2,264 | $4,212-46.2% | $3,868-41.5% | $4,660-51.4% |
| Participant deferral / active EE | $10,977 | $5,619+95.4% | $5,057+117.0% | $6,688+64.1% |
| Admin fee / account holder | $551 | $9,750-94.3% | $8,355-93.4% | $13,397-95.9% |