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 | $28,682 | $88,751-67.7% | $81,812-64.9% | $145,922-80.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 13.34% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,138 | $3,083-30.7% | $2,912-26.6% | $4,660-54.1% |
| Participant deferral / active EE | $5,623 | $4,643+21.1% | $4,319+30.2% | $6,688-15.9% |
| Admin fee / account holder | $1,327 | $8,415-84.2% | $7,386-82.0% | $13,397-90.1% |