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 | $38,562 | $133,922-71.2% | $116,228-66.8% | $142,382-72.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.34% | 147.76%-125.4pp | 90.06%-67.7pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,780 | $3,446+9.7% | $2,994+26.2% | $4,299-12.1% |
| Participant deferral / active EE | $6,448 | $5,672+13.7% | $4,953+30.2% | $6,507-0.9% |
| Admin fee / account holder | $3,233 | $14,945-78.4% | $11,989-73.0% | $12,624-74.4% |