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 | $31,642 | $111,814-71.7% | $103,374-69.4% | $145,959-78.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 107.59% | 24.77%+82.8pp | 24.89%+82.7pp | 561.95%-454.4pp |
| Employer contribution / active EE | $5,147 | $4,214+22.1% | $3,869+33.0% | $4,661+10.4% |
| Participant deferral / active EE | $2,924 | $5,618-48.0% | $5,058-42.2% | $6,689-56.3% |
| Admin fee / account holder | $2,737 | $9,754-71.9% | $8,394-67.4% | $13,398-79.6% |