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 | $54,682 | $72,071-24.1% | $68,368-20.0% | $137,256-60.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 36.17% | 353.14%-317.0pp | 292.57%-256.4pp | 220.34%-184.2pp |
| Employer contribution / active EE | $3,735 | $2,788+34.0% | $2,649+41.0% | $4,156-10.1% |
| Participant deferral / active EE | $5,328 | $4,410+20.8% | $4,123+29.2% | $6,407-16.8% |
| Admin fee / account holder | $3,722 | $5,336-30.2% | $5,150-27.7% | $12,270-69.7% |