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 | $90,348-38.0% | $75,972-26.2% | $145,922-61.6% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 13.23% | 620.88%-607.6pp | 359.55%-346.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,383 | $3,311+62.6% | $2,685+100.5% | $4,660+15.5% |
| Participant deferral / active EE | $10,136 | $5,162+96.4% | $4,255+138.2% | $6,688+51.6% |
| Admin fee / account holder | $1,456 | $8,467-82.8% | $6,467-77.5% | $13,397-89.1% |