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 5-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 | $32,412 | $88,751-63.5% | $81,812-60.4% | $145,922-77.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 9.85% | 1025.40%-1015.6pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,818 | $3,083+23.8% | $2,912+31.1% | $4,660-18.1% |
| Participant deferral / active EE | $3,885 | $4,643-16.3% | $4,319-10.0% | $6,688-41.9% |
| Admin fee / account holder | $1,375 | $8,415-83.7% | $7,386-81.4% | $13,397-89.7% |