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 | $55,375 | $108,919-49.2% | $100,391-44.8% | $145,922-62.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 105.09% | 57.88%+47.2pp | 49.20%+55.9pp | 561.29%-456.2pp |
| Employer contribution / active EE | $5,359 | $4,419+21.3% | $3,942+36.0% | $4,660+15.0% |
| Participant deferral / active EE | $12,339 | $8,445+46.1% | $8,082+52.7% | $6,688+84.5% |
| Admin fee / account holder | $13,145 | $9,689+35.7% | $7,899+66.4% | $13,397-1.9% |