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 | $132,494 | $99,877+32.7% | $84,966+55.9% | $145,922-9.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 24.60% | 83.76%-59.2pp | 66.38%-41.8pp | 561.29%-536.7pp |
| Employer contribution / active EE | $3,712 | $3,231+14.9% | $2,727+36.1% | $4,660-20.3% |
| Participant deferral / active EE | $22,776 | $5,291+330.5% | $4,519+404.0% | $6,688+240.6% |
| Admin fee / account holder | $493 | $7,248-93.2% | $6,149-92.0% | $13,397-96.3% |