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 | $71,369 | $159,901-55.4% | $146,958-51.4% | $145,922-51.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.21% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,018 | $5,286-42.9% | $4,933-38.8% | $4,660-35.2% |
| Participant deferral / active EE | $10,119 | $8,428+20.1% | $8,070+25.4% | $6,688+51.3% |
| Admin fee / account holder | $1,274 | $15,044-91.5% | $12,998-90.2% | $13,397-90.5% |