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 | $22,333 | $72,071-69.0% | $68,368-67.3% | $137,256-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 122.49% | 353.14%-230.7pp | 292.57%-170.1pp | 220.34%-97.9pp |
| Employer contribution / active EE | $5,014 | $2,788+79.9% | $2,649+89.3% | $4,156+20.7% |
| Participant deferral / active EE | $5,455 | $4,410+23.7% | $4,123+32.3% | $6,407-14.9% |
| Admin fee / account holder | $3,031 | $5,336-43.2% | $5,150-41.1% | $12,270-75.3% |