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 | $25,365 | $105,126-75.9% | $94,646-73.2% | $139,434-81.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 105.53% | 38.03%+67.5pp | 156.71%-51.2pp | 372.94%-267.4pp |
| Employer contribution / active EE | $10,173 | $4,106+147.8% | $3,672+177.0% | $4,751+114.1% |
| Participant deferral / active EE | $16,587 | $7,599+118.3% | $7,418+123.6% | $6,710+147.2% |
| Admin fee / account holder | $1,298 | $8,984-85.5% | $7,231-82.0% | $11,403-88.6% |