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 3-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 | $11,736 | $88,751-86.8% | $81,812-85.7% | $145,922-92.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.13% | 1025.40%-999.3pp | 773.79%-747.7pp | 561.29%-535.2pp |
| Employer contribution / active EE | $3,181 | $3,083+3.2% | $2,912+9.2% | $4,660-31.7% |
| Participant deferral / active EE | $5,269 | $4,643+13.5% | $4,319+22.0% | $6,688-21.2% |
| Admin fee / account holder | $836 | $8,415-90.1% | $7,386-88.7% | $13,397-93.8% |