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 | $29,317 | $45,035-34.9% | $62,995-53.5% | $70,131-58.2% |
| Participation rate | 98.0% | 69.5%+28.4pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 12.07% | 18.76%-6.7pp | 87.57%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $5,052 | $2,051+146.3% | $2,759+83.1% | $2,342+115.7% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,514 | $2,834+200.4% | $3,600+136.5% | $4,645+83.3% |