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 | $35,097 | $102,317-65.7% | $146,958-76.1% | $80,856-56.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 40.40% | 134.76%-94.4pp | 418.34%-377.9pp | 35.59%+4.8pp |
| Employer contribution / active EE | $4,288 | $3,713+15.5% | $4,933-13.1% | $2,755+55.7% |
| Participant deferral / active EE | $8,973 | $6,644+35.1% | $8,070+11.2% | $4,296+108.9% |
| Admin fee / account holder | $4,141 | $7,941-47.9% | $12,998-68.1% | $6,918-40.1% |