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 | $81,806 | $210,648-61.2% | $177,989-54.0% | $145,922-43.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.52% | 385.86%-367.3pp | 294.48%-276.0pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,676 | $4,565-19.5% | $3,949-6.9% | $4,660-21.1% |
| Participant deferral / active EE | $10,531 | $6,958+51.4% | $6,276+67.8% | $6,688+57.5% |
| Admin fee / account holder | $402 | $12,013-96.7% | $10,363-96.1% | $13,397-97.0% |