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 | $46,067 | $99,921-53.9% | $85,009-45.8% | $145,959-68.4% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 15.27% | 83.89%-68.6pp | 66.47%-51.2pp | 561.95%-546.7pp |
| Employer contribution / active EE | $3,656 | $3,233+13.1% | $2,728+34.0% | $4,661-21.5% |
| Participant deferral / active EE | $8,715 | $5,293+64.6% | $4,522+92.7% | $6,689+30.3% |
| Admin fee / account holder | $2,096 | $7,252-71.1% | $6,153-65.9% | $13,398-84.4% |