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 | $35,433 | $67,823-47.8% | $52,425-32.4% | $137,256-74.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.04% | 219.11%-200.1pp | 302.12%-283.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,041 | $1,163+75.5% | $914+123.2% | $4,156-50.9% |
| Participant deferral / active EE | $4,681 | $2,288+104.6% | $1,790+161.4% | $6,407-26.9% |
| Admin fee / account holder | $1,748 | $2,844-38.5% | $2,495-29.9% | $12,270-85.8% |