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 | $35,939 | $149,040-75.9% | $120,225-70.1% | $137,256-73.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.54% | 605.68%-584.1pp | 439.23%-417.7pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,303 | $4,350-24.1% | $3,475-5.0% | $4,156-20.5% |
| Participant deferral / active EE | $6,474 | $4,655+39.1% | $3,999+61.9% | $6,407+1.1% |
| Admin fee / account holder | $492 | $6,348-92.3% | $5,696-91.4% | $12,270-96.0% |