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 | $50,429 | $150,187-66.4% | $120,354-58.1% | $145,922-65.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.45% | 154.07%-138.6pp | 107.15%-91.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,824 | $4,348-35.0% | $3,463-18.4% | $4,660-39.4% |
| Participant deferral / active EE | $5,312 | $6,173-13.9% | $4,991+6.4% | $6,688-20.6% |
| Admin fee / account holder | $339 | $12,207-97.2% | $9,423-96.4% | $13,397-97.5% |