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 | $56,038 | $90,397-38.0% | $76,002-26.3% | $145,959-61.6% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 13.23% | 621.97%-608.7pp | 360.07%-346.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $5,383 | $3,317+62.3% | $2,688+100.3% | $4,661+15.5% |
| Participant deferral / active EE | $10,136 | $5,163+96.3% | $4,257+138.1% | $6,689+51.5% |
| Admin fee / account holder | $1,456 | $8,369-82.6% | $6,414-77.3% | $13,398-89.1% |