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 | $84,678 | $126,574-33.1% | $106,213-20.3% | $145,922-42.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.74% | 224.79%-212.0pp | 116.14%-103.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,440 | $3,730+19.0% | $3,171+40.0% | $4,660-4.7% |
| Participant deferral / active EE | $17,365 | $5,724+203.4% | $5,016+246.2% | $6,688+159.7% |
| Admin fee / account holder | $326 | $17,304-98.1% | $11,033-97.0% | $13,397-97.6% |