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 | $18,106 | $133,922-86.5% | $116,228-84.4% | $142,382-87.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 29.69% | 147.76%-118.1pp | 90.06%-60.4pp | 217.08%-187.4pp |
| Employer contribution / active EE | $6,617 | $3,446+92.0% | $2,994+121.0% | $4,299+53.9% |
| Participant deferral / active EE | $9,899 | $5,672+74.5% | $4,953+99.9% | $6,507+52.1% |
| Admin fee / account holder | $2,600 | $14,945-82.6% | $11,989-78.3% | $12,624-79.4% |