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 | $47,667 | $165,984-71.3% | $164,813-71.1% | $145,922-67.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.33% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,680 | $5,273-30.2% | $4,341-15.2% | $4,660-21.0% |
| Participant deferral / active EE | $11,053 | $6,959+58.8% | $6,031+83.3% | $6,688+65.3% |
| Admin fee / account holder | $1,007 | $16,648-94.0% | $12,690-92.1% | $13,397-92.5% |