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 | $37,034 | $118,450-68.7% | $98,439-62.4% | $139,434-73.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 55.28% | 18.94%+36.3pp | 21.16%+34.1pp | 372.94%-317.7pp |
| Employer contribution / active EE | $4,692 | $3,609+30.0% | $3,048+53.9% | $4,751-1.2% |
| Participant deferral / active EE | $5,187 | $5,392-3.8% | $4,738+9.5% | $6,710-22.7% |
| Admin fee / account holder | $1,915 | $14,026-86.3% | $8,948-78.6% | $11,403-83.2% |