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 | $57,956 | $70,669-18.0% | $169,368-65.8% | $75,163-22.9% |
| Participation rate | 77.4% | 64.8%+12.6pp | 77.1%+0.3pp | 67.2%+10.2pp |
| Annual return | 17.57% | 36.36%-18.8pp | 405.60%-388.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $5,322 | $2,211+140.7% | $4,013+32.6% | $2,670+99.4% |
| Participant deferral / active EE | $6,835 | $4,311+58.6% | $6,221+9.9% | $4,125+65.7% |
| Admin fee / account holder | $13,138 | $5,402+143.2% | $9,003+45.9% | $5,651+132.5% |