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 | $27,130 | $102,604-73.6% | $86,188-68.5% | $139,434-80.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 26.17% | 1922.51%-1896.3pp | 1168.45%-1142.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,282 | $3,032+8.2% | $2,380+37.9% | $4,751-30.9% |
| Participant deferral / active EE | $11,420 | $4,676+144.2% | $3,985+186.6% | $6,710+70.2% |
| Admin fee / account holder | $303 | $8,657-96.5% | $6,852-95.6% | $11,403-97.3% |