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 | $38,553 | $109,904-64.9% | $97,167-60.3% | $145,959-73.6% |
| Participation rate | 84.2% | 75.9%+8.3pp | 72.7%+11.5pp | 80.3%+3.9pp |
| Annual return | 15.08% | 243.43%-228.3pp | 75.27%-60.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,474 | $3,084-19.8% | $2,729-9.3% | $4,661-46.9% |
| Participant deferral / active EE | $4,642 | $4,676-0.7% | $4,264+8.9% | $6,689-30.6% |
| Admin fee / account holder | $3,102 | $6,216-50.1% | $5,650-45.1% | $13,398-76.8% |