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 8-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 | $41,360 | $74,888-44.8% | $71,209-41.9% | $142,382-71.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.68% | 345.14%-326.5pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,596 | $2,854-9.0% | $2,721-4.6% | $4,299-39.6% |
| Participant deferral / active EE | $5,710 | $4,454+28.2% | $4,175+36.8% | $6,507-12.3% |
| Admin fee / account holder | $11,054 | $5,568+98.5% | $5,349+106.7% | $12,624-12.4% |