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 5-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 | $41,131 | $159,934-74.3% | $147,005-72.0% | $145,959-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.24%-83.1pp | 418.76%-403.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $3,003 | $5,287-43.2% | $4,934-39.1% | $4,661-35.6% |
| Participant deferral / active EE | $12,213 | $8,427+44.9% | $8,070+51.3% | $6,689+82.6% |
| Admin fee / account holder | $1,368 | $15,053-90.9% | $13,006-89.5% | $13,398-89.8% |