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 | $96,026 | $156,846-38.8% | $121,098-20.7% | $139,434-31.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.62% | 1474.56%-1451.9pp | 985.75%-963.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $6,000 | $5,536+8.4% | $4,164+44.1% | $4,751+26.3% |
| Participant deferral / active EE | $6,000 | $4,844+23.9% | $4,080+47.1% | $6,710-10.6% |
| Admin fee / account holder | $389 | $6,946-94.4% | $5,644-93.1% | $11,403-96.6% |