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 4-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 | $64,930 | $90,397-28.2% | $76,002-14.6% | $145,959-55.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.27% | 621.97%-610.7pp | 360.07%-348.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,249 | $3,317-32.2% | $2,688-16.3% | $4,661-51.7% |
| Participant deferral / active EE | $5,339 | $5,163+3.4% | $4,257+25.4% | $6,689-20.2% |
| Admin fee / account holder | $862 | $8,369-89.7% | $6,414-86.6% | $13,398-93.6% |