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 | $51,517 | $158,398-67.5% | $126,539-59.3% | $142,382-63.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.90% | 593.76%-569.9pp | 425.95%-402.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,580 | $4,650-23.0% | $3,674-2.6% | $4,299-16.7% |
| Participant deferral / active EE | $9,257 | $4,767+94.2% | $4,083+126.7% | $6,507+42.3% |
| Admin fee / account holder | $3,179 | $6,918-54.0% | $6,065-47.6% | $12,624-74.8% |