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 | $56,364 | $111,535-49.5% | $105,223-46.4% | $137,256-58.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 32.28% | 237.85%-205.6pp | 180.65%-148.4pp | 220.34%-188.1pp |
| Employer contribution / active EE | $3,601 | $3,939-8.6% | $3,689-2.4% | $4,156-13.4% |
| Participant deferral / active EE | $8,176 | $5,500+48.7% | $5,072+61.2% | $6,407+27.6% |
| Admin fee / account holder | $1,921 | $9,721-80.2% | $8,859-78.3% | $12,270-84.3% |