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 | $100,319 | $88,751+13.0% | $81,812+22.6% | $145,922-31.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.63% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,880 | $3,083-6.6% | $2,912-1.1% | $4,660-38.2% |
| Participant deferral / active EE | $18,576 | $4,643+300.1% | $4,319+330.1% | $6,688+177.8% |
| Admin fee / account holder | $1,380 | $8,415-83.6% | $7,386-81.3% | $13,397-89.7% |