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 | $111,754-71.7% | $103,333-69.4% | $145,922-78.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 107.59% | 24.77%+82.8pp | 24.88%+82.7pp | 561.29%-453.7pp |
| Employer contribution / active EE | $5,147 | $4,212+22.2% | $3,868+33.1% | $4,660+10.5% |
| Participant deferral / active EE | $2,924 | $5,619-48.0% | $5,057-42.2% | $6,688-56.3% |
| Admin fee / account holder | $2,737 | $9,750-71.9% | $8,355-67.2% | $13,397-79.6% |