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 | $119,396 | $158,398-24.6% | $126,539-5.6% | $142,382-16.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.40% | 593.76%-578.4pp | 425.95%-410.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $18,924 | $4,650+307.0% | $3,674+415.1% | $4,299+340.2% |
| Participant deferral / active EE | $4,175 | $4,767-12.4% | $4,083+2.3% | $6,507-35.8% |
| Admin fee / account holder | $964 | $6,918-86.1% | $6,065-84.1% | $12,624-92.4% |