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 | $74,888-65.7% | $71,209-64.0% | $142,382-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.53% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,040 | $2,854+41.5% | $2,721+48.5% | $4,299-6.0% |
| Participant deferral / active EE | $5,185 | $4,454+16.4% | $4,175+24.2% | $6,507-20.3% |
| Admin fee / account holder | $2,923 | $5,568-47.5% | $5,349-45.3% | $12,624-76.8% |