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 | $132,634-68.4% | $115,768-63.8% | $137,256-69.5% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.4%+2.1pp | 80.0%-3.5pp |
| Annual return | 23.20% | 160.70%-137.5pp | 100.46%-77.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $6,594 | $3,360+96.3% | $2,940+124.3% | $4,156+58.7% |
| Participant deferral / active EE | $11,849 | $5,619+110.9% | $4,917+141.0% | $6,407+85.0% |
| Admin fee / account holder | $8,889 | $15,028-40.9% | $12,439-28.5% | $12,270-27.6% |