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 6-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 | $54,975 | $176,056-68.8% | $159,436-65.5% | $167,490-67.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 41.37% | 331.75%-290.4pp | 263.57%-222.2pp | 478.56%-437.2pp |
| Employer contribution / active EE | $23,487 | $5,297+343.4% | $4,829+386.3% | $4,837+385.5% |
| Participant deferral / active EE | $13,351 | $7,750+72.3% | $7,352+81.6% | $6,341+110.5% |
| Admin fee / account holder | $819 | $12,554-93.5% | $10,799-92.4% | $12,309-93.3% |