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 | $29,616 | $159,901-81.5% | $146,958-79.8% | $145,922-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.88% | 98.13%-85.2pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,347 | $5,286-55.6% | $4,933-52.4% | $4,660-49.6% |
| Participant deferral / active EE | $4,289 | $8,428-49.1% | $8,070-46.9% | $6,688-35.9% |
| Admin fee / account holder | $4,539 | $15,044-69.8% | $12,998-65.1% | $13,397-66.1% |