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 | $26,816 | $100,773-73.4% | $88,946-69.9% | $142,382-81.2% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 15.50% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $6,368 | $2,918+118.3% | $2,555+149.3% | $4,299+48.1% |
| Participant deferral / active EE | $10,680 | $5,230+104.2% | $4,581+133.1% | $6,507+64.1% |
| Admin fee / account holder | $16,065 | $9,693+65.7% | $8,261+94.5% | $12,624+27.3% |