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 | $36,051 | $74,888-51.9% | $71,209-49.4% | $142,382-74.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 18.89% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,497 | $2,854+22.5% | $2,721+28.5% | $4,299-18.7% |
| Participant deferral / active EE | $5,138 | $4,454+15.4% | $4,175+23.1% | $6,507-21.0% |
| Admin fee / account holder | $7,316 | $5,568+31.4% | $5,349+36.8% | $12,624-42.0% |