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 | $56,036 | $126,574-55.7% | $106,213-47.2% | $145,922-61.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.07% | 224.79%-212.7pp | 116.14%-104.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,971 | $3,730+6.4% | $3,171+25.2% | $4,660-14.8% |
| Participant deferral / active EE | $1,686 | $5,724-70.6% | $5,016-66.4% | $6,688-74.8% |
| Admin fee / account holder | $600 | $17,304-96.5% | $11,033-94.6% | $13,397-95.5% |