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 6-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 | $35,216 | $58,208-39.5% | $81,812-57.0% | $80,856-56.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 87.99% | 41.66%+46.3pp | 773.79%-685.8pp | 35.59%+52.4pp |
| Employer contribution / active EE | $3,775 | $2,340+61.3% | $2,912+29.6% | $2,755+37.0% |
| Participant deferral / active EE | $11,264 | $3,281+243.3% | $4,319+160.8% | $4,296+162.2% |
| Admin fee / account holder | $4,606 | $4,981-7.5% | $7,386-37.6% | $6,918-33.4% |