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 | $57,583 | $99,877-42.3% | $84,966-32.2% | $145,922-60.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 38.27% | 83.76%-45.5pp | 66.38%-28.1pp | 561.29%-523.0pp |
| Employer contribution / active EE | $2,990 | $3,231-7.5% | $2,727+9.6% | $4,660-35.8% |
| Participant deferral / active EE | $10,187 | $5,291+92.5% | $4,519+125.4% | $6,688+52.3% |
| Admin fee / account holder | $691 | $7,248-90.5% | $6,149-88.8% | $13,397-94.8% |