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 | $53,516 | $90,348-40.8% | $75,972-29.6% | $145,922-63.3% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.1%+9.5pp | 80.3%-1.7pp |
| Annual return | 9.42% | 620.88%-611.5pp | 359.55%-350.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,869 | $3,311-43.6% | $2,685-30.4% | $4,660-59.9% |
| Participant deferral / active EE | $5,230 | $5,162+1.3% | $4,255+22.9% | $6,688-21.8% |
| Admin fee / account holder | $1,860 | $8,467-78.0% | $6,467-71.2% | $13,397-86.1% |