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 | $77,136 | $210,648-63.4% | $177,989-56.7% | $145,922-47.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.71% | 385.86%-377.1pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,643 | $4,565+1.7% | $3,949+17.6% | $4,660-0.3% |
| Participant deferral / active EE | $15,328 | $6,958+120.3% | $6,276+144.2% | $6,688+129.2% |
| Admin fee / account holder | $846 | $12,013-93.0% | $10,363-91.8% | $13,397-93.7% |