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 | $33,667 | $154,117-78.2% | $129,995-74.1% | $139,434-75.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 496.71% | 32.48%+464.2pp | -137.18%+633.9pp | 372.94%+123.8pp |
| Employer contribution / active EE | $2,684 | $5,289-49.3% | $4,320-37.9% | $4,751-43.5% |
| Participant deferral / active EE | $4,555 | $6,710-32.1% | $5,820-21.7% | $6,710-32.1% |
| Admin fee / account holder | $3,872 | $14,007-72.4% | $10,614-63.5% | $11,403-66.0% |