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 | $126,519-59.8% | $106,201-52.2% | $145,959-65.2% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 23.92% | 225.10%-201.2pp | 116.26%-92.3pp | 561.95%-538.0pp |
| Employer contribution / active EE | $5,979 | $3,726+60.5% | $3,170+88.6% | $4,661+28.3% |
| Participant deferral / active EE | $10,165 | $5,716+77.8% | $5,012+102.8% | $6,689+52.0% |
| Admin fee / account holder | $1,669 | $17,312-90.4% | $11,039-84.9% | $13,398-87.5% |