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 | $93,575 | $202,432-53.8% | $169,368-44.8% | $139,434-32.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.57% | 531.74%-513.2pp | 405.60%-387.0pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,800 | $4,692+2.3% | $4,013+19.6% | $4,751+1.0% |
| Participant deferral / active EE | $24,798 | $6,938+257.4% | $6,221+298.6% | $6,710+269.6% |
| Admin fee / account holder | $319 | $10,708-97.0% | $9,003-96.5% | $11,403-97.2% |