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 3-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 | $25,667 | $159,901-83.9% | $146,958-82.5% | $145,922-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,957 | $5,286-6.2% | $4,933+0.5% | $4,660+6.4% |
| Participant deferral / active EE | $9,707 | $8,428+15.2% | $8,070+20.3% | $6,688+45.1% |
| Admin fee / account holder | $3,797 | $15,044-74.8% | $12,998-70.8% | $13,397-71.7% |