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 | $39,157 | $210,648-81.4% | $177,989-78.0% | $145,922-73.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 8.71% | 385.86%-377.2pp | 294.48%-285.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,763 | $4,565-39.5% | $3,949-30.0% | $4,660-40.7% |
| Participant deferral / active EE | $6,708 | $6,958-3.6% | $6,276+6.9% | $6,688+0.3% |
| Admin fee / account holder | $46,372 | $12,013+286.0% | $10,363+347.5% | $13,397+246.1% |