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 | $25,659 | $72,071-64.4% | $68,368-62.5% | $137,256-81.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.53% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,040 | $2,788+44.9% | $2,649+52.5% | $4,156-2.8% |
| Participant deferral / active EE | $5,185 | $4,410+17.6% | $4,123+25.8% | $6,407-19.1% |
| Admin fee / account holder | $2,923 | $5,336-45.2% | $5,150-43.2% | $12,270-76.2% |