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 | $29,878 | $167,307-82.1% | $143,757-79.2% | $134,475-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 34.08% | 0.46%+33.6pp | -0.04%+34.1pp | 417.96%-383.9pp |
| Employer contribution / active EE | $15,715 | $5,619+179.7% | $4,951+217.4% | $4,740+231.6% |
| Participant deferral / active EE | $12,133 | $6,446+88.2% | $5,637+115.2% | $6,400+89.6% |
| Admin fee / account holder | $12,292 | $18,088-32.0% | $14,673-16.2% | $11,426+7.6% |