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 | $55,012 | $162,781-66.2% | $133,956-58.9% | $158,922-65.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 49.11% | 41.94%+7.2pp | 45.09%+4.0pp | 302.83%-253.7pp |
| Employer contribution / active EE | $2,101 | $4,975-57.8% | $3,919-46.4% | $4,761-55.9% |
| Participant deferral / active EE | $4,267 | $5,911-27.8% | $5,048-15.5% | $5,982-28.7% |
| Admin fee / account holder | $13,331 | $11,736+13.6% | $8,927+49.3% | $11,246+18.5% |