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 | $53,479 | $102,317-47.7% | $146,958-63.6% | $80,856-33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.22% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $8,322 | $3,713+124.1% | $4,933+68.7% | $2,755+202.1% |
| Participant deferral / active EE | $16,744 | $6,644+152.0% | $8,070+107.5% | $4,296+289.8% |
| Admin fee / account holder | $13,180 | $7,941+66.0% | $12,998+1.4% | $6,918+90.5% |