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 | $25,514 | $74,888-65.9% | $71,209-64.2% | $142,382-82.1% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 124.92% | 345.14%-220.2pp | 282.51%-157.6pp | 217.08%-92.2pp |
| Employer contribution / active EE | $3,043 | $2,854+6.6% | $2,721+11.8% | $4,299-29.2% |
| Participant deferral / active EE | $3,765 | $4,454-15.5% | $4,175-9.8% | $6,507-42.1% |
| Admin fee / account holder | $2,556 | $5,568-54.1% | $5,349-52.2% | $12,624-79.8% |