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 4-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 | $70,114 | $126,574-44.6% | $106,213-34.0% | $145,922-52.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 33.23% | 224.79%-191.6pp | 116.14%-82.9pp | 561.29%-528.1pp |
| Employer contribution / active EE | $10,094 | $3,730+170.6% | $3,171+218.3% | $4,660+116.6% |
| Participant deferral / active EE | $15,933 | $5,724+178.4% | $5,016+217.7% | $6,688+138.2% |
| Admin fee / account holder | $1,474 | $17,304-91.5% | $11,033-86.6% | $13,397-89.0% |