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 | $48,729 | $185,822-73.8% | $169,993-71.3% | $139,434-65.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.87% | 60.50%-34.6pp | 53.37%-27.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,101 | $7,590-72.3% | $6,785-69.0% | $4,751-55.8% |
| Participant deferral / active EE | $32,559 | $11,622+180.2% | $10,408+212.8% | $6,710+385.2% |
| Admin fee / account holder | $535 | $15,381-96.5% | $12,815-95.8% | $11,403-95.3% |