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 6-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 | $26,742 | $74,888-64.3% | $71,209-62.4% | $142,382-81.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.98% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,505 | $2,854+57.8% | $2,721+65.5% | $4,299+4.8% |
| Participant deferral / active EE | $7,542 | $4,454+69.3% | $4,175+80.6% | $6,507+15.9% |
| Admin fee / account holder | $2,168 | $5,568-61.1% | $5,349-59.5% | $12,624-82.8% |