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 | $34,296 | $165,984-79.3% | $164,813-79.2% | $145,922-76.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 11.02% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,473 | $5,273-53.1% | $4,341-43.0% | $4,660-46.9% |
| Participant deferral / active EE | $3,101 | $6,959-55.4% | $6,031-48.6% | $6,688-53.6% |
| Admin fee / account holder | $2,477 | $16,648-85.1% | $12,690-80.5% | $13,397-81.5% |