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 | $49,065 | $96,305-49.1% | $80,569-39.1% | $139,434-64.8% |
| Participation rate | 85.0% | 73.6%+11.4pp | 67.0%+18.0pp | 80.3%+4.7pp |
| Annual return | 27.04% | 1350.08%-1323.0pp | 935.43%-908.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $5,597 | $3,262+71.6% | $2,723+105.5% | $4,751+17.8% |
| Participant deferral / active EE | $14,235 | $5,232+172.1% | $4,447+220.1% | $6,710+112.1% |
| Admin fee / account holder | $1,677 | $6,599-74.6% | $5,377-68.8% | $11,403-85.3% |