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 10-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 | $52,744 | $121,625-56.6% | $104,607-49.6% | $158,922-66.8% |
| Participation rate | 86.7% | 77.5%+9.1pp | 74.1%+12.6pp | 82.0%+4.7pp |
| Annual return | 5.94% | 465.26%-459.3pp | 340.46%-334.5pp | 302.83%-296.9pp |
| Employer contribution / active EE | $4,330 | $3,163+36.9% | $2,681+61.5% | $4,761-9.1% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,740-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,346 | $7,787-44.2% | $6,473-32.9% | $11,246-61.4% |