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 3-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 | $5,013 | $88,751-94.4% | $81,812-93.9% | $145,922-96.6% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 23.52% | 1025.40%-1001.9pp | 773.79%-750.3pp | 561.29%-537.8pp |
| Employer contribution / active EE | $2,525 | $3,083-18.1% | $2,912-13.3% | $4,660-45.8% |
| Participant deferral / active EE | $3,119 | $4,643-32.8% | $4,319-27.8% | $6,688-53.4% |
| Admin fee / account holder | $970 | $8,415-88.5% | $7,386-86.9% | $13,397-92.8% |