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 | $54,156 | $108,919-50.3% | $100,391-46.1% | $145,922-62.9% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 15.15% | 57.88%-42.7pp | 49.20%-34.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,243 | $4,419+86.5% | $3,942+109.1% | $4,660+76.9% |
| Participant deferral / active EE | $10,060 | $8,445+19.1% | $8,082+24.5% | $6,688+50.4% |
| Admin fee / account holder | $4,717 | $9,689-51.3% | $7,899-40.3% | $13,397-64.8% |