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 | $83,694 | $133,922-37.5% | $116,228-28.0% | $142,382-41.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.57% | 147.76%-125.2pp | 90.06%-67.5pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,313 | $3,446+54.2% | $2,994+77.4% | $4,299+23.6% |
| Participant deferral / active EE | $17,911 | $5,672+215.8% | $4,953+261.6% | $6,507+175.3% |
| Admin fee / account holder | $1,276 | $14,945-91.5% | $11,989-89.4% | $12,624-89.9% |