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 6-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 | $50,046 | $57,281-12.6% | $86,612-42.2% | $75,163-33.4% |
| Participation rate | 90.5% | 63.2%+27.3pp | 71.7%+18.8pp | 67.2%+23.3pp |
| Annual return | 27.51% | 2670.75%-2643.2pp | 591.07%-563.6pp | 160.62%-133.1pp |
| Employer contribution / active EE | $13,038 | $2,314+463.3% | $3,022+331.4% | $2,670+388.3% |
| Participant deferral / active EE | $3,416 | $3,318+3.0% | $4,438-23.0% | $4,125-17.2% |
| Admin fee / account holder | $2,239 | $4,112-45.5% | $5,614-60.1% | $5,651-60.4% |