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 | $57,197 | $149,040-61.6% | $120,225-52.4% | $137,256-58.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.60% | 605.68%-590.1pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $6,342 | $4,350+45.8% | $3,475+82.5% | $4,156+52.6% |
| Participant deferral / active EE | $17,428 | $4,655+274.4% | $3,999+335.8% | $6,407+172.0% |
| Admin fee / account holder | $3,482 | $6,348-45.2% | $5,696-38.9% | $12,270-71.6% |