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 | $92,038 | $173,340-46.9% | $136,007-32.3% | $145,959-36.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.28% | 1163.32%-1146.0pp | 579.32%-562.0pp | 561.95%-544.7pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $41,150 | $8,699+373.0% | $7,024+485.8% | $6,689+515.2% |
| Admin fee / account holder | $355 | $9,954-96.4% | $6,858-94.8% | $13,398-97.4% |