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 | $62,671 | $159,602-60.7% | $150,045-58.2% | $142,382-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 192.31% | 70.24%+122.1pp | 62.55%+129.8pp | 217.08%-24.8pp |
| Employer contribution / active EE | $15,608 | $4,961+214.6% | $4,693+232.6% | $4,299+263.1% |
| Participant deferral / active EE | $4,873 | $8,310-41.4% | $7,997-39.1% | $6,507-25.1% |
| Admin fee / account holder | $11,080 | $14,846-25.4% | $13,435-17.5% | $12,624-12.2% |