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 | $43,445 | $72,071-39.7% | $68,368-36.5% | $137,256-68.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 28.80% | 353.14%-324.3pp | 292.57%-263.8pp | 220.34%-191.5pp |
| Employer contribution / active EE | $2,107 | $2,788-24.4% | $2,649-20.5% | $4,156-49.3% |
| Participant deferral / active EE | $6,688 | $4,410+51.7% | $4,123+62.2% | $6,407+4.4% |
| Admin fee / account holder | $331 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |