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 3-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 | $53,250 | $68,346-22.1% | $94,646-43.7% | $75,163-29.2% |
| Participation rate | 75.8% | 76.1%-0.3pp | 80.8%-5.1pp | 67.2%+8.6pp |
| Annual return | 43.25% | 616.93%-573.7pp | 156.71%-113.5pp | 160.62%-117.4pp |
| Employer contribution / active EE | $3,768 | $2,701+39.5% | $3,672+2.6% | $2,670+41.1% |
| Participant deferral / active EE | $6,009 | $6,537-8.1% | $7,418-19.0% | $4,125+45.7% |
| Admin fee / account holder | $1,626 | $5,326-69.5% | $7,231-77.5% | $5,651-71.2% |