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 | $52,317 | $102,317-48.9% | $146,958-64.4% | $80,856-35.3% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 41.58% | 134.76%-93.2pp | 418.34%-376.8pp | 35.59%+6.0pp |
| Employer contribution / active EE | $3,528 | $3,713-5.0% | $4,933-28.5% | $2,755+28.1% |
| Participant deferral / active EE | $10,001 | $6,644+50.5% | $8,070+23.9% | $4,296+132.8% |
| Admin fee / account holder | $1,553 | $7,941-80.4% | $12,998-88.0% | $6,918-77.5% |