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 | $111,510 | $127,065-12.2% | $113,168-1.5% | $142,382-21.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 102.52% | 24.03%+78.5pp | 24.27%+78.3pp | 217.08%-114.6pp |
| Employer contribution / active EE | $5,929 | $3,442+72.3% | $2,975+99.3% | $4,299+37.9% |
| Participant deferral / active EE | $23,500 | $5,716+311.1% | $5,107+360.2% | $6,507+261.1% |
| Admin fee / account holder | $6,416 | $15,736-59.2% | $12,068-46.8% | $12,624-49.2% |