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 | $65,427 | $106,515-38.6% | $96,683-32.3% | $139,434-53.1% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 234.01% | 38.43%+195.6pp | 35.69%+198.3pp | 372.94%-138.9pp |
| Employer contribution / active EE | $2,217 | $4,103-46.0% | $3,737-40.7% | $4,751-53.3% |
| Participant deferral / active EE | $6,556 | $5,454+20.2% | $4,878+34.4% | $6,710-2.3% |
| Admin fee / account holder | $2,307 | $7,877-70.7% | $6,730-65.7% | $11,403-79.8% |