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 | $43,247 | $149,040-71.0% | $120,225-64.0% | $137,256-68.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.23% | 605.68%-591.4pp | 439.23%-425.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,164 | $4,350-50.3% | $3,475-37.7% | $4,156-47.9% |
| Participant deferral / active EE | $8,140 | $4,655+74.9% | $3,999+103.6% | $6,407+27.1% |
| Admin fee / account holder | $5,690 | $6,348-10.4% | $5,696-0.1% | $12,270-53.6% |