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 3-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 | $26,840 | $60,892-55.9% | $82,389-67.4% | $84,808-68.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 127.77% | 37.29%+90.5pp | 28.67%+99.1pp | 40.90%+86.9pp |
| Employer contribution / active EE | $5,323 | $1,779+199.2% | $2,517+111.5% | $2,631+102.3% |
| Participant deferral / active EE | $7,022 | $3,179+120.9% | $4,155+69.0% | $4,212+66.7% |
| Admin fee / account holder | $5,029 | $5,467-8.0% | $7,231-30.5% | $7,344-31.5% |