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 | $65,308 | $165,984-60.7% | $164,813-60.4% | $145,922-55.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 20.15% | 100.03%-79.9pp | 69.93%-49.8pp | 561.29%-541.1pp |
| Employer contribution / active EE | $16,790 | $5,273+218.4% | $4,341+286.8% | $4,660+260.3% |
| Participant deferral / active EE | $12,474 | $6,959+79.3% | $6,031+106.8% | $6,688+86.5% |
| Admin fee / account holder | $6,502 | $16,648-60.9% | $12,690-48.8% | $13,397-51.5% |