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 7-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 | $40,015 | $150,187-73.4% | $120,354-66.8% | $145,922-72.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.50% | 154.07%-141.6pp | 107.15%-94.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,165 | $4,348-50.2% | $3,463-37.5% | $4,660-53.5% |
| Participant deferral / active EE | $4,708 | $6,173-23.7% | $4,991-5.7% | $6,688-29.6% |
| Admin fee / account holder | $6,495 | $12,207-46.8% | $9,423-31.1% | $13,397-51.5% |