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 | $37,202 | $109,982-66.2% | $97,226-61.7% | $145,922-74.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.02% | 242.90%-227.9pp | 75.13%-60.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,712 | $3,084+182.5% | $2,729+219.3% | $4,660+87.0% |
| Participant deferral / active EE | $6,204 | $4,676+32.7% | $4,264+45.5% | $6,688-7.2% |
| Admin fee / account holder | $2,034 | $6,221-67.3% | $5,654-64.0% | $13,397-84.8% |