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 3-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 | $49,119 | $72,071-31.8% | $68,368-28.2% | $137,256-64.2% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 30.11% | 353.14%-323.0pp | 292.57%-262.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $2,097 | $2,788-24.8% | $2,649-20.8% | $4,156-49.5% |
| Participant deferral / active EE | $7,478 | $4,410+69.6% | $4,123+81.4% | $6,407+16.7% |
| Admin fee / account holder | $3,645 | $5,336-31.7% | $5,150-29.2% | $12,270-70.3% |