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 | $159,934-35.1% | $147,005-29.4% | $145,959-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.20% | 98.24%-71.0pp | 418.76%-391.6pp | 561.95%-534.8pp |
| Employer contribution / active EE | $14,513 | $5,287+174.5% | $4,934+194.1% | $4,661+211.4% |
| Participant deferral / active EE | $10,313 | $8,427+22.4% | $8,070+27.8% | $6,689+54.2% |
| Admin fee / account holder | $762 | $15,053-94.9% | $13,006-94.1% | $13,398-94.3% |