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 | $50,076 | $57,281-12.6% | $86,612-42.2% | $75,163-33.4% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 20.74% | 2670.75%-2650.0pp | 591.07%-570.3pp | 160.62%-139.9pp |
| Employer contribution / active EE | $4,304 | $2,314+86.0% | $3,022+42.4% | $2,670+61.2% |
| Participant deferral / active EE | $10,917 | $3,318+229.1% | $4,438+146.0% | $4,125+164.6% |
| Admin fee / account holder | $5,002 | $4,112+21.6% | $5,614-10.9% | $5,651-11.5% |