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 | $48,498 | $126,574-61.7% | $106,213-54.3% | $145,922-66.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 18.75% | 224.79%-206.0pp | 116.14%-97.4pp | 561.29%-542.5pp |
| Employer contribution / active EE | $5,780 | $3,730+54.9% | $3,171+82.2% | $4,660+24.0% |
| Participant deferral / active EE | $14,504 | $5,724+153.4% | $5,016+189.2% | $6,688+116.9% |
| Admin fee / account holder | $9,737 | $17,304-43.7% | $11,033-11.8% | $13,397-27.3% |