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 6-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 | $52,536 | $90,397-41.9% | $76,002-30.9% | $145,959-64.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.73% | 621.97%-608.2pp | 360.07%-346.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,696 | $3,317-18.7% | $2,688+0.3% | $4,661-42.2% |
| Participant deferral / active EE | $6,702 | $5,163+29.8% | $4,257+57.4% | $6,689+0.2% |
| Admin fee / account holder | $526 | $8,369-93.7% | $6,414-91.8% | $13,398-96.1% |