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 4-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 | $46,156 | $149,040-69.0% | $120,225-61.6% | $137,256-66.4% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 26.00% | 605.68%-579.7pp | 439.23%-413.2pp | 220.34%-194.3pp |
| Employer contribution / active EE | $4,093 | $4,350-5.9% | $3,475+17.8% | $4,156-1.5% |
| Participant deferral / active EE | $8,289 | $4,655+78.1% | $3,999+107.3% | $6,407+29.4% |
| Admin fee / account holder | $894 | $6,348-85.9% | $5,696-84.3% | $12,270-92.7% |