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 | $21,501 | $159,901-86.6% | $146,958-85.4% | $145,922-85.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,555 | $5,286-51.7% | $4,933-48.2% | $4,660-45.2% |
| Participant deferral / active EE | $4,907 | $8,428-41.8% | $8,070-39.2% | $6,688-26.6% |
| Admin fee / account holder | $401 | $15,044-97.3% | $12,998-96.9% | $13,397-97.0% |