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 | $47,097 | $175,202-73.1% | $149,673-68.5% | $139,434-66.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.75% | 166.71%-141.0pp | 134.42%-108.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $8,505 | $5,474+55.4% | $4,818+76.5% | $4,751+79.0% |
| Participant deferral / active EE | $12,122 | $6,519+86.0% | $5,680+113.4% | $6,710+80.7% |
| Admin fee / account holder | $5,256 | $16,150-67.5% | $13,210-60.2% | $11,403-53.9% |