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 | $38,776 | $88,751-56.3% | $81,812-52.6% | $145,922-73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.10% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,113 | $3,083+65.8% | $2,912+75.6% | $4,660+9.7% |
| Participant deferral / active EE | $6,605 | $4,643+42.3% | $4,319+52.9% | $6,688-1.2% |
| Admin fee / account holder | $16,760 | $8,415+99.2% | $7,386+126.9% | $13,397+25.1% |