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 | $74,888-34.4% | $71,209-31.0% | $142,382-65.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 30.11% | 345.14%-315.0pp | 282.51%-252.4pp | 217.08%-187.0pp |
| Employer contribution / active EE | $2,097 | $2,854-26.5% | $2,721-22.9% | $4,299-51.2% |
| Participant deferral / active EE | $7,478 | $4,454+67.9% | $4,175+79.1% | $6,507+14.9% |
| Admin fee / account holder | $3,645 | $5,568-34.5% | $5,349-31.9% | $12,624-71.1% |