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 | $61,705 | $96,305-35.9% | $80,569-23.4% | $139,434-55.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.85% | 1350.08%-1331.2pp | 935.43%-916.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,592 | $3,262-20.5% | $2,723-4.8% | $4,751-45.4% |
| Participant deferral / active EE | $7,801 | $5,232+49.1% | $4,447+75.4% | $6,710+16.3% |
| Admin fee / account holder | $684 | $6,599-89.6% | $5,377-87.3% | $11,403-94.0% |