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 | $81,838 | $210,648-61.1% | $177,989-54.0% | $145,922-43.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.78% | 385.86%-378.1pp | 294.48%-286.7pp | 561.29%-553.5pp |
| Employer contribution / active EE | $17,428 | $4,565+281.8% | $3,949+341.4% | $4,660+274.0% |
| Participant deferral / active EE | $10,042 | $6,958+44.3% | $6,276+60.0% | $6,688+50.2% |
| Admin fee / account holder | $570 | $12,013-95.3% | $10,363-94.5% | $13,397-95.7% |