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 | $36,053 | $159,901-77.5% | $146,958-75.5% | $145,922-75.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.16% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,200 | $5,286-20.5% | $4,933-14.9% | $4,660-9.9% |
| Participant deferral / active EE | $7,328 | $8,428-13.1% | $8,070-9.2% | $6,688+9.6% |
| Admin fee / account holder | $509 | $15,044-96.6% | $12,998-96.1% | $13,397-96.2% |