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 | $22,973 | $159,934-85.6% | $147,005-84.4% | $145,959-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 62.39% | 98.24%-35.8pp | 418.76%-356.4pp | 561.95%-499.6pp |
| Employer contribution / active EE | $4,386 | $5,287-17.0% | $4,934-11.1% | $4,661-5.9% |
| Participant deferral / active EE | $3,304 | $8,427-60.8% | $8,070-59.1% | $6,689-50.6% |
| Admin fee / account holder | $17,101 | $15,053+13.6% | $13,006+31.5% | $13,398+27.6% |