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 | $46,813 | $74,888-37.5% | $71,209-34.3% | $142,382-67.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 24.31% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,249 | $2,854-56.2% | $2,721-54.1% | $4,299-70.9% |
| Participant deferral / active EE | $6,404 | $4,454+43.8% | $4,175+53.4% | $6,507-1.6% |
| Admin fee / account holder | $1,986 | $5,568-64.3% | $5,349-62.9% | $12,624-84.3% |