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 | $58,243 | $106,584-45.4% | $101,326-42.5% | $142,382-59.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 175.39% | 36.93%+138.5pp | 36.82%+138.6pp | 217.08%-41.7pp |
| Employer contribution / active EE | $3,567 | $3,956-9.8% | $3,665-2.7% | $4,299-17.0% |
| Participant deferral / active EE | $3,465 | $8,297-58.2% | $7,994-56.7% | $6,507-46.8% |
| Admin fee / account holder | $49,385 | $11,446+331.5% | $11,185+341.5% | $12,624+291.2% |