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 4-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 | $76,351 | $57,281+33.3% | $86,612-11.8% | $75,163+1.6% |
| Participation rate | 89.1% | 63.2%+25.9pp | 71.7%+17.4pp | 67.2%+21.9pp |
| Annual return | 33.79% | 2670.75%-2637.0pp | 591.07%-557.3pp | 160.62%-126.8pp |
| Employer contribution / active EE | $12,937 | $2,314+458.9% | $3,022+328.0% | $2,670+384.6% |
| Participant deferral / active EE | $1,858 | $3,318-44.0% | $4,438-58.1% | $4,125-55.0% |
| Admin fee / account holder | $2,563 | $4,112-37.7% | $5,614-54.4% | $5,651-54.7% |