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 | $50,809 | $126,574-59.9% | $106,213-52.2% | $145,922-65.2% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 23.92% | 224.79%-200.9pp | 116.14%-92.2pp | 561.29%-537.4pp |
| Employer contribution / active EE | $5,979 | $3,730+60.3% | $3,171+88.5% | $4,660+28.3% |
| Participant deferral / active EE | $10,165 | $5,724+77.6% | $5,016+102.6% | $6,688+52.0% |
| Admin fee / account holder | $1,669 | $17,304-90.4% | $11,033-84.9% | $13,397-87.5% |