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 | $60,924 | $96,305-36.7% | $80,569-24.4% | $139,434-56.3% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 23.27% | 1350.08%-1326.8pp | 935.43%-912.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $1,812 | $3,262-44.5% | $2,723-33.5% | $4,751-61.9% |
| Participant deferral / active EE | $4,852 | $5,232-7.3% | $4,447+9.1% | $6,710-27.7% |
| Admin fee / account holder | $518 | $6,599-92.1% | $5,377-90.4% | $11,403-95.5% |