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 | $38,305 | $68,346-44.0% | $94,646-59.5% | $75,163-49.0% |
| Participation rate | 86.9% | 76.1%+10.8pp | 80.8%+6.1pp | 67.2%+19.7pp |
| Annual return | 77.81% | 616.93%-539.1pp | 156.71%-78.9pp | 160.62%-82.8pp |
| Employer contribution / active EE | $6,584 | $2,701+143.8% | $3,672+79.3% | $2,670+146.6% |
| Participant deferral / active EE | $14,604 | $6,537+123.4% | $7,418+96.9% | $4,125+254.0% |
| Admin fee / account holder | $5,598 | $5,326+5.1% | $7,231-22.6% | $5,651-0.9% |