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 | $47,923 | $102,604-53.3% | $86,188-44.4% | $139,434-65.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 24.52% | 1922.51%-1898.0pp | 1168.45%-1143.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $14,685 | $3,032+384.3% | $2,380+517.0% | $4,751+209.1% |
| Participant deferral / active EE | $8,713 | $4,676+86.4% | $3,985+118.6% | $6,710+29.9% |
| Admin fee / account holder | $2,215 | $8,657-74.4% | $6,852-67.7% | $11,403-80.6% |