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 6-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 | $51,610 | $48,795+5.8% | $65,493-21.2% | $84,808-39.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 13.13% | 20.20%-7.1pp | 982.45%-969.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,686 | $1,930+39.2% | $2,574+4.3% | $2,631+2.1% |
| Participant deferral / active EE | $4,671 | $2,928+59.5% | $3,961+17.9% | $4,212+10.9% |
| Admin fee / account holder | $6,253 | $3,877+61.3% | $5,028+24.4% | $7,344-14.8% |