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 | $33,419 | $102,317-67.3% | $146,958-77.3% | $80,856-58.7% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 25.04% | 134.76%-109.7pp | 418.34%-393.3pp | 35.59%-10.6pp |
| Employer contribution / active EE | $4,670 | $3,713+25.8% | $4,933-5.3% | $2,755+69.5% |
| Participant deferral / active EE | $9,295 | $6,644+39.9% | $8,070+15.2% | $4,296+116.4% |
| Admin fee / account holder | $4,649 | $7,941-41.5% | $12,998-64.2% | $6,918-32.8% |