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 | $73,874 | $158,398-53.4% | $126,539-41.6% | $142,382-48.1% |
| Participation rate | 91.3% | 75.8%+15.5pp | 69.8%+21.5pp | 80.1%+11.2pp |
| Annual return | 20.15% | 593.76%-573.6pp | 425.95%-405.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $10,158 | $4,650+118.5% | $3,674+176.5% | $4,299+136.3% |
| Participant deferral / active EE | $15,806 | $4,767+231.6% | $4,083+287.1% | $6,507+142.9% |
| Admin fee / account holder | $8,526 | $6,918+23.2% | $6,065+40.6% | $12,624-32.5% |