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 | $42,658 | $111,724-61.8% | $93,606-54.4% | $145,922-70.8% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 12.40% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,460 | $3,090-20.4% | $2,420+1.7% | $4,660-47.2% |
| Participant deferral / active EE | $6,244 | $4,912+27.1% | $4,411+41.5% | $6,688-6.6% |
| Admin fee / account holder | $2,090 | $10,250-79.6% | $8,285-74.8% | $13,397-84.4% |