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 4-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 | $51,219 | $101,618-49.6% | $93,063-45.0% | $137,256-62.7% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 18.13% | 223.95%-205.8pp | 34.15%-16.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,883 | $2,707+43.4% | $2,476+56.8% | $4,156-6.6% |
| Participant deferral / active EE | $9,000 | $4,279+110.3% | $3,958+127.4% | $6,407+40.5% |
| Admin fee / account holder | $8,337 | $6,198+34.5% | $6,033+38.2% | $12,270-32.1% |