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 | $77,451 | $158,398-51.1% | $126,539-38.8% | $142,382-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.46% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,624 | $4,650-0.6% | $3,674+25.9% | $4,299+7.6% |
| Participant deferral / active EE | $14,277 | $4,767+199.5% | $4,083+249.7% | $6,507+119.4% |
| Admin fee / account holder | $20,488 | $6,918+196.2% | $6,065+237.8% | $12,624+62.3% |