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 | $45,948 | $72,071-36.2% | $68,368-32.8% | $137,256-66.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 19.70% | 353.14%-333.4pp | 292.57%-272.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $9,645 | $2,788+245.9% | $2,649+264.1% | $4,156+132.1% |
| Participant deferral / active EE | $7,178 | $4,410+62.8% | $4,123+74.1% | $6,407+12.0% |
| Admin fee / account holder | $431 | $5,336-91.9% | $5,150-91.6% | $12,270-96.5% |