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 | $37,120 | $72,071-48.5% | $68,368-45.7% | $137,256-73.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.28% | 353.14%-336.9pp | 292.57%-276.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,452 | $2,788+23.8% | $2,649+30.3% | $4,156-16.9% |
| Participant deferral / active EE | $5,324 | $4,410+20.7% | $4,123+29.1% | $6,407-16.9% |
| Admin fee / account holder | $3,840 | $5,336-28.0% | $5,150-25.4% | $12,270-68.7% |