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 | $61,547 | $111,724-44.9% | $93,606-34.2% | $145,922-57.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 18.42% | 202.98%-184.6pp | 133.20%-114.8pp | 561.29%-542.9pp |
| Employer contribution / active EE | $5,516 | $3,090+78.5% | $2,420+127.9% | $4,660+18.4% |
| Participant deferral / active EE | $9,733 | $4,912+98.1% | $4,411+120.6% | $6,688+45.5% |
| Admin fee / account holder | $372 | $10,250-96.4% | $8,285-95.5% | $13,397-97.2% |