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 | $51,798 | $95,453-45.7% | $112,040-53.8% | $82,448-37.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 57.86% | 23.92%+33.9pp | 24.52%+33.3pp | 41.64%+16.2pp |
| Employer contribution / active EE | $5,164 | $2,318+122.8% | $2,954+74.8% | $2,551+102.4% |
| Participant deferral / active EE | $9,955 | $4,224+135.7% | $5,098+95.3% | $4,139+140.5% |
| Admin fee / account holder | $2,430 | $9,013-73.0% | $12,098-79.9% | $7,234-66.4% |