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 3-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 | $20,233 | $159,901-87.3% | $146,958-86.2% | $145,922-86.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 74.18% | 98.13%-24.0pp | 418.34%-344.2pp | 561.29%-487.1pp |
| Employer contribution / active EE | $4,896 | $5,286-7.4% | $4,933-0.7% | $4,660+5.1% |
| Participant deferral / active EE | $7,556 | $8,428-10.4% | $8,070-6.4% | $6,688+13.0% |
| Admin fee / account holder | $11,112 | $15,044-26.1% | $12,998-14.5% | $13,397-17.1% |