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 | $38,562 | $132,634-70.9% | $115,768-66.7% | $137,256-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.34% | 160.70%-138.4pp | 100.46%-78.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,780 | $3,360+12.5% | $2,940+28.6% | $4,156-9.0% |
| Participant deferral / active EE | $6,448 | $5,619+14.8% | $4,917+31.1% | $6,407+0.6% |
| Admin fee / account holder | $3,233 | $15,028-78.5% | $12,439-74.0% | $12,270-73.6% |