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 | $103,785 | $159,901-35.1% | $146,958-29.4% | $145,922-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.20% | 98.13%-70.9pp | 418.34%-391.1pp | 561.29%-534.1pp |
| Employer contribution / active EE | $14,513 | $5,286+174.6% | $4,933+194.2% | $4,660+211.5% |
| Participant deferral / active EE | $10,313 | $8,428+22.4% | $8,070+27.8% | $6,688+54.2% |
| Admin fee / account holder | $762 | $15,044-94.9% | $12,998-94.1% | $13,397-94.3% |