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 5-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 | $69,282 | $159,901-56.7% | $146,958-52.9% | $145,922-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.63% | 98.13%-67.5pp | 418.34%-387.7pp | 561.29%-530.7pp |
| Employer contribution / active EE | $7,473 | $5,286+41.4% | $4,933+51.5% | $4,660+60.4% |
| Participant deferral / active EE | $20,153 | $8,428+139.1% | $8,070+149.7% | $6,688+201.3% |
| Admin fee / account holder | $11,085 | $15,044-26.3% | $12,998-14.7% | $13,397-17.3% |