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 | $158,398-77.3% | $126,539-71.6% | $142,382-74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.54% | 593.76%-572.2pp | 425.95%-404.4pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,303 | $4,650-29.0% | $3,674-10.1% | $4,299-23.2% |
| Participant deferral / active EE | $6,474 | $4,767+35.8% | $4,083+58.6% | $6,507-0.5% |
| Admin fee / account holder | $492 | $6,918-92.9% | $6,065-91.9% | $12,624-96.1% |