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 | $69,499 | $158,398-56.1% | $126,539-45.1% | $142,382-51.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.30% | 593.76%-575.5pp | 425.95%-407.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,076 | $4,650-12.3% | $3,674+10.9% | $4,299-5.2% |
| Participant deferral / active EE | $14,641 | $4,767+207.1% | $4,083+258.6% | $6,507+125.0% |
| Admin fee / account holder | $380 | $6,918-94.5% | $6,065-93.7% | $12,624-97.0% |