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 | $73,294 | $88,751-17.4% | $81,812-10.4% | $145,922-49.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 26.45% | 1025.40%-998.9pp | 773.79%-747.3pp | 561.29%-534.8pp |
| Employer contribution / active EE | $7,395 | $3,083+139.8% | $2,912+153.9% | $4,660+58.7% |
| Participant deferral / active EE | $5,022 | $4,643+8.2% | $4,319+16.3% | $6,688-24.9% |
| Admin fee / account holder | $383 | $8,415-95.5% | $7,386-94.8% | $13,397-97.1% |