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 | $76,481 | $102,317-25.3% | $146,958-48.0% | $80,856-5.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.84% | 134.76%-114.9pp | 418.34%-398.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,245 | $3,713-39.5% | $4,933-54.5% | $2,755-18.5% |
| Participant deferral / active EE | $6,136 | $6,644-7.6% | $8,070-24.0% | $4,296+42.8% |
| Admin fee / account holder | $1,085 | $7,941-86.3% | $12,998-91.7% | $6,918-84.3% |