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 | $58,698 | $105,181-44.2% | $159,436-63.2% | $85,850-31.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 175.59% | 45.07%+130.5pp | 263.57%-88.0pp | 318.53%-142.9pp |
| Employer contribution / active EE | $5,027 | $3,318+51.5% | $4,829+4.1% | $2,565+96.0% |
| Participant deferral / active EE | $2,810 | $5,945-52.7% | $7,352-61.8% | $3,952-28.9% |
| Admin fee / account holder | $39,675 | $6,933+472.2% | $10,799+267.4% | $6,260+533.8% |