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 | $49,509 | $114,381-56.7% | $107,525-54.0% | $142,382-65.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.54% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $8,344 | $4,015+107.8% | $3,754+122.3% | $4,299+94.1% |
| Participant deferral / active EE | $6,400 | $5,564+15.0% | $5,116+25.1% | $6,507-1.7% |
| Admin fee / account holder | $500 | $9,860-94.9% | $8,919-94.4% | $12,624-96.0% |