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 | $141,913 | $214,378-33.8% | $200,582-29.2% | $142,382-0.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 267.02% | 46.41%+220.6pp | 42.33%+224.7pp | 217.08%+49.9pp |
| Employer contribution / active EE | $3,727 | $6,841-45.5% | $6,419-41.9% | $4,299-13.3% |
| Participant deferral / active EE | $16,476 | $9,865+67.0% | $9,331+76.6% | $6,507+153.2% |
| Admin fee / account holder | $3,908 | $17,692-77.9% | $16,305-76.0% | $12,624-69.0% |