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 | $41,038 | $30,400+35.0% | $53,898-23.9% | $84,808-51.6% |
| Participation rate | 90.2% | 46.4%+43.8pp | 55.0%+35.3pp | 68.3%+21.9pp |
| Annual return | 21.07% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,292 | $603+778.0% | $932+467.8% | $2,631+101.1% |
| Participant deferral / active EE | $3,560 | $1,199+197.0% | $1,826+95.0% | $4,212-15.5% |
| Admin fee / account holder | $1,980 | $1,993-0.7% | $2,491-20.5% | $7,344-73.0% |