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 | $58,120 | $102,604-43.4% | $86,188-32.6% | $139,434-58.3% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 17.46% | 1922.51%-1905.1pp | 1168.45%-1151.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,669 | $3,032+87.0% | $2,380+138.2% | $4,751+19.3% |
| Participant deferral / active EE | $3,111 | $4,676-33.5% | $3,985-21.9% | $6,710-53.6% |
| Admin fee / account holder | $313 | $8,657-96.4% | $6,852-95.4% | $11,403-97.3% |