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 | $105,079 | $169,032-37.8% | $129,207-18.7% | $145,922-28.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.50% | 14330.11%-14316.6pp | 9417.33%-9403.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,996 | $5,537-45.9% | $4,153-27.9% | $4,660-35.7% |
| Participant deferral / active EE | $11,018 | $4,987+120.9% | $4,168+164.4% | $6,688+64.8% |
| Admin fee / account holder | $1,067 | $9,954-89.3% | $7,715-86.2% | $13,397-92.0% |