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 | $53,657 | $111,724-52.0% | $93,606-42.7% | $145,922-63.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.70% | 202.98%-188.3pp | 133.20%-118.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $6,187 | $3,090+100.3% | $2,420+155.7% | $4,660+32.8% |
| Participant deferral / active EE | $9,884 | $4,912+101.2% | $4,411+124.0% | $6,688+47.8% |
| Admin fee / account holder | $1,298 | $10,250-87.3% | $8,285-84.3% | $13,397-90.3% |