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 | $36,219 | $72,071-49.7% | $68,368-47.0% | $137,256-73.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.33% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,845 | $2,788+2.0% | $2,649+7.4% | $4,156-31.6% |
| Participant deferral / active EE | $5,120 | $4,410+16.1% | $4,123+24.2% | $6,407-20.1% |
| Admin fee / account holder | $1,225 | $5,336-77.0% | $5,150-76.2% | $12,270-90.0% |