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 | $27,413 | $74,888-63.4% | $71,209-61.5% | $142,382-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 37.39% | 345.14%-307.8pp | 282.51%-245.1pp | 217.08%-179.7pp |
| Employer contribution / active EE | $1,986 | $2,854-30.4% | $2,721-27.0% | $4,299-53.8% |
| Participant deferral / active EE | $6,913 | $4,454+55.2% | $4,175+65.6% | $6,507+6.2% |
| Admin fee / account holder | $799 | $5,568-85.6% | $5,349-85.1% | $12,624-93.7% |