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 | $42,541 | $74,888-43.2% | $71,209-40.3% | $142,382-70.1% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 23.10% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,053 | $2,854+7.0% | $2,721+12.2% | $4,299-29.0% |
| Participant deferral / active EE | $6,004 | $4,454+34.8% | $4,175+43.8% | $6,507-7.7% |
| Admin fee / account holder | $656 | $5,568-88.2% | $5,349-87.7% | $12,624-94.8% |