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 10-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 | $35,318 | $56,171-37.1% | $108,745-67.5% | $55,167-36.0% |
| Participation rate | 88.1% | 70.7%+17.4pp | 77.7%+10.4pp | 69.0%+19.1pp |
| Annual return | 50.39% | 214.86%-164.5pp | 46.22%+4.2pp | 169.23%-118.8pp |
| Employer contribution / active EE | $4,536 | $2,153+110.7% | $3,323+36.5% | $1,963+131.1% |
| Participant deferral / active EE | $6,180 | $3,437+79.8% | $5,121+20.7% | $3,054+102.3% |
| Admin fee / account holder | $4,904 | $302+1525.7% | $6,144-20.2% | $504+873.3% |