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 | $54,217 | $74,888-27.6% | $71,209-23.9% | $142,382-61.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.31% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,429 | $2,854-14.9% | $2,721-10.7% | $4,299-43.5% |
| Participant deferral / active EE | $3,461 | $4,454-22.3% | $4,175-17.1% | $6,507-46.8% |
| Admin fee / account holder | $4,136 | $5,568-25.7% | $5,349-22.7% | $12,624-67.2% |