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 | $28,351 | $90,348-68.6% | $75,972-62.7% | $145,922-80.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 12.77% | 620.88%-608.1pp | 359.55%-346.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,177 | $3,311-4.0% | $2,685+18.3% | $4,660-31.8% |
| Participant deferral / active EE | $8,011 | $5,162+55.2% | $4,255+88.3% | $6,688+19.8% |
| Admin fee / account holder | $2,275 | $8,467-73.1% | $6,467-64.8% | $13,397-83.0% |