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 | $33,943 | $102,604-66.9% | $86,188-60.6% | $139,434-75.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1922.51%-1902.4pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $5,662 | $3,032+86.7% | $2,380+137.9% | $4,751+19.2% |
| Participant deferral / active EE | $8,504 | $4,676+81.9% | $3,985+113.4% | $6,710+26.7% |
| Admin fee / account holder | $2,160 | $8,657-75.1% | $6,852-68.5% | $11,403-81.1% |