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 | $51,229 | $91,538-44.0% | $129,995-60.6% | $75,163-31.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.49% | -631.11%+651.6pp | -137.18%+157.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,606 | $2,845+26.7% | $4,320-16.5% | $2,670+35.1% |
| Participant deferral / active EE | $8,525 | $4,341+96.4% | $5,820+46.5% | $4,125+106.7% |
| Admin fee / account holder | $6,327 | $6,790-6.8% | $10,614-40.4% | $5,651+12.0% |