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 | $72,071-35.0% | $68,368-31.5% | $137,256-65.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 24.31% | 353.14%-328.8pp | 292.57%-268.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,249 | $2,788-55.2% | $2,649-52.8% | $4,156-69.9% |
| Participant deferral / active EE | $6,404 | $4,410+45.2% | $4,123+55.3% | $6,4070% |
| Admin fee / account holder | $1,986 | $5,336-62.8% | $5,150-61.4% | $12,270-83.8% |