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 | $57,443 | $63,346-9.3% | $92,233-37.7% | $70,131-18.1% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.5pp |
| Annual return | 25.13% | 530.12%-505.0pp | 176.28%-151.2pp | 73.14%-48.0pp |
| Employer contribution / active EE | $2,341 | $2,471-5.3% | $3,679-36.4% | $2,342-0.1% |
| Participant deferral / active EE | $4,930 | $2,854+72.8% | $3,897+26.5% | $3,332+48.0% |
| Admin fee / account holder | $5,359 | $3,840+39.5% | $5,194+3.2% | $4,645+15.4% |