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 6-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 | $42,657 | $108,919-60.8% | $100,391-57.5% | $145,922-70.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.95% | 57.88%-36.9pp | 49.20%-28.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $5,735 | $4,419+29.8% | $3,942+45.5% | $4,660+23.1% |
| Participant deferral / active EE | $5,918 | $8,445-29.9% | $8,082-26.8% | $6,688-11.5% |
| Admin fee / account holder | $5,980 | $9,689-38.3% | $7,899-24.3% | $13,397-55.4% |