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 6-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 | $42,034 | $53,516-21.5% | $126,539-66.8% | $84,808-50.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.43% | 58.34%-39.9pp | 425.95%-407.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,805 | $1,535+82.7% | $3,674-23.7% | $2,631+6.6% |
| Participant deferral / active EE | $8,238 | $2,671+208.5% | $4,083+101.8% | $4,212+95.6% |
| Admin fee / account holder | $3,500 | $4,497-22.2% | $6,065-42.3% | $7,344-52.3% |