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 | $52,490 | $74,888-29.9% | $71,209-26.3% | $142,382-63.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.90% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,654 | $2,854+28.0% | $2,721+34.3% | $4,299-15.0% |
| Participant deferral / active EE | $8,558 | $4,454+92.1% | $4,175+105.0% | $6,507+31.5% |
| Admin fee / account holder | $772 | $5,568-86.1% | $5,349-85.6% | $12,624-93.9% |