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 | $57,747 | $109,982-47.5% | $97,226-40.6% | $145,922-60.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.63% | 242.90%-229.3pp | 75.13%-61.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $19,161 | $3,084+521.3% | $2,729+602.2% | $4,660+311.2% |
| Participant deferral / active EE | $9,455 | $4,676+102.2% | $4,264+121.8% | $6,688+41.4% |
| Admin fee / account holder | $2,066 | $6,221-66.8% | $5,654-63.5% | $13,397-84.6% |