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 3-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 | $36,536 | $144,119-74.6% | $117,854-69.0% | $147,584-75.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 30.38% | 531.15%-500.8pp | 335.08%-304.7pp | 578.55%-548.2pp |
| Employer contribution / active EE | $6,412 | $4,896+30.9% | $3,786+69.4% | $4,876+31.5% |
| Participant deferral / active EE | $12,485 | $5,316+134.9% | $4,482+178.6% | $5,439+129.6% |
| Admin fee / account holder | $3,670 | $10,886-66.3% | $8,020-54.2% | $10,885-66.3% |