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 | $45,423 | $93,571-51.5% | $135,903-66.6% | $75,163-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 107.06% | 30.90%+76.2pp | 68.23%+38.8pp | 160.62%-53.6pp |
| Employer contribution / active EE | $6,201 | $3,537+75.3% | $4,856+27.7% | $2,670+132.2% |
| Participant deferral / active EE | $13,737 | $6,404+114.5% | $7,758+77.1% | $4,125+233.0% |
| Admin fee / account holder | $7,261 | $6,975+4.1% | $10,762-32.5% | $5,651+28.5% |