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 | $26,150 | $210,648-87.6% | $177,989-85.3% | $145,922-82.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.93% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,160 | $4,565-52.7% | $3,949-45.3% | $4,660-53.6% |
| Participant deferral / active EE | $6,120 | $6,958-12.0% | $6,276-2.5% | $6,688-8.5% |
| Admin fee / account holder | $4,599 | $12,013-61.7% | $10,363-55.6% | $13,397-65.7% |