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 | $39,644 | $96,305-58.8% | $80,569-50.8% | $139,434-71.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 25.79% | 1350.08%-1324.3pp | 935.43%-909.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $3,421 | $3,262+4.9% | $2,723+25.6% | $4,751-28.0% |
| Participant deferral / active EE | $13,256 | $5,232+153.4% | $4,447+198.1% | $6,710+97.5% |
| Admin fee / account holder | $2,320 | $6,599-64.8% | $5,377-56.9% | $11,403-79.7% |