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 | $66,792 | $74,888-10.8% | $71,209-6.2% | $142,382-53.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.54% | 345.14%-323.6pp | 282.51%-261.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,488 | $2,854+22.2% | $2,721+28.2% | $4,299-18.9% |
| Participant deferral / active EE | $11,876 | $4,454+166.6% | $4,175+184.5% | $6,507+82.5% |
| Admin fee / account holder | $666 | $5,568-88.0% | $5,349-87.6% | $12,624-94.7% |