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 | $61,332 | $107,334-42.9% | $92,893-34.0% | $152,861-59.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.81% | 145.58%-117.8pp | 109.41%-81.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,740 | $4,221-58.8% | $3,653-52.4% | $4,762-63.5% |
| Participant deferral / active EE | $3,673 | $4,845-24.2% | $4,236-13.3% | $5,850-37.2% |
| Admin fee / account holder | $636 | $7,079-91.0% | $5,794-89.0% | $11,596-94.5% |