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 | $41,898 | $133,922-68.7% | $116,228-64.0% | $142,382-70.6% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 23.20% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,594 | $3,446+91.4% | $2,994+120.2% | $4,299+53.4% |
| Participant deferral / active EE | $11,849 | $5,672+108.9% | $4,953+139.2% | $6,507+82.1% |
| Admin fee / account holder | $8,889 | $14,945-40.5% | $11,989-25.9% | $12,624-29.6% |