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 6-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 | $75,384 | $126,574-40.4% | $106,213-29.0% | $145,922-48.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.69% | 224.79%-210.1pp | 116.14%-101.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $12,885 | $3,730+245.4% | $3,171+306.3% | $4,660+176.5% |
| Participant deferral / active EE | $8,102 | $5,724+41.5% | $5,016+61.5% | $6,688+21.1% |
| Admin fee / account holder | $4,193 | $17,304-75.8% | $11,033-62.0% | $13,397-68.7% |