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 | $34,344 | $217,402-84.2% | $185,823-81.5% | $167,490-79.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.70% | 148.36%-127.7pp | 122.05%-101.3pp | 478.56%-457.9pp |
| Employer contribution / active EE | $5,390 | $5,873-8.2% | $5,167+4.3% | $4,837+11.4% |
| Participant deferral / active EE | $11,400 | $6,356+79.3% | $5,568+104.7% | $6,341+79.8% |
| Admin fee / account holder | $835 | $19,811-95.8% | $16,237-94.9% | $12,309-93.2% |