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 3-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 | $35,538 | $159,901-77.8% | $146,958-75.8% | $145,922-75.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.07% | 98.13%-70.1pp | 418.34%-390.3pp | 561.29%-533.2pp |
| Employer contribution / active EE | $26,098 | $5,286+393.7% | $4,933+429.1% | $4,660+460.1% |
| Participant deferral / active EE | $53,133 | $8,428+530.4% | $8,070+558.4% | $6,688+694.5% |
| Admin fee / account holder | $15,564 | $15,044+3.5% | $12,998+19.7% | $13,397+16.2% |