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 3-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 | $57,652 | $111,535-48.3% | $105,223-45.2% | $137,256-58.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 30.03% | 237.85%-207.8pp | 180.65%-150.6pp | 220.34%-190.3pp |
| Employer contribution / active EE | $2,848 | $3,939-27.7% | $3,689-22.8% | $4,156-31.5% |
| Participant deferral / active EE | $24,984 | $5,500+354.3% | $5,072+392.6% | $6,407+290.0% |
| Admin fee / account holder | $454 | $9,721-95.3% | $8,859-94.9% | $12,270-96.3% |