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 7-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 | $43,593 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 49.94% | 188.75%-138.8pp | 151.07%-101.1pp | 302.83%-252.9pp |
| Employer contribution / active EE | $21,377 | $5,706+274.6% | $5,011+326.6% | $4,761+349.0% |
| Participant deferral / active EE | $13,995 | $5,954+135.0% | $5,202+169.0% | $5,982+133.9% |
| Admin fee / account holder | $400 | $17,074-97.7% | $13,984-97.1% | $11,246-96.4% |