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 | $123,826 | $159,901-22.6% | $146,958-15.7% | $145,922-15.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.04% | 98.13%-74.1pp | 418.34%-394.3pp | 561.29%-537.2pp |
| Employer contribution / active EE | $17,065 | $5,286+222.8% | $4,933+245.9% | $4,660+266.2% |
| Participant deferral / active EE | $34,909 | $8,428+314.2% | $8,070+332.6% | $6,688+422.0% |
| Admin fee / account holder | $14,554 | $15,044-3.3% | $12,998+12.0% | $13,397+8.6% |