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 | $80,322 | $158,398-49.3% | $126,539-36.5% | $142,382-43.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.80% | 593.76%-573.0pp | 425.95%-405.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,876 | $4,650+47.9% | $3,674+87.1% | $4,299+59.9% |
| Participant deferral / active EE | $11,282 | $4,767+136.7% | $4,083+176.4% | $6,507+73.4% |
| Admin fee / account holder | $399 | $6,918-94.2% | $6,065-93.4% | $12,624-96.8% |