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 | $46,458 | $111,535-58.3% | $105,223-55.8% | $137,256-66.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 25.54% | 237.85%-212.3pp | 180.65%-155.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $5,211 | $3,939+32.3% | $3,689+41.3% | $4,156+25.4% |
| Participant deferral / active EE | $11,611 | $5,500+111.1% | $5,072+128.9% | $6,407+81.2% |
| Admin fee / account holder | $449 | $9,721-95.4% | $8,859-94.9% | $12,270-96.3% |