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 | $40,353 | $74,888-46.1% | $71,209-43.3% | $142,382-71.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 21.09% | 345.14%-324.1pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,665 | $2,854-6.7% | $2,721-2.1% | $4,299-38.0% |
| Participant deferral / active EE | $5,936 | $4,454+33.3% | $4,175+42.2% | $6,507-8.8% |
| Admin fee / account holder | $3,221 | $5,568-42.2% | $5,349-39.8% | $12,624-74.5% |