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 | $41,481 | $88,751-53.3% | $81,812-49.3% | $145,922-71.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.62% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,849 | $3,083+24.8% | $2,912+32.2% | $4,660-17.4% |
| Participant deferral / active EE | $10,970 | $4,643+136.3% | $4,319+154.0% | $6,688+64.0% |
| Admin fee / account holder | $7,000 | $8,415-16.8% | $7,386-5.2% | $13,397-47.7% |