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 | $36,569 | $74,888-51.2% | $71,209-48.6% | $142,382-74.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 43.41% | 345.14%-301.7pp | 282.51%-239.1pp | 217.08%-173.7pp |
| Employer contribution / active EE | $8,972 | $2,854+214.3% | $2,721+229.8% | $4,299+108.7% |
| Participant deferral / active EE | $7,354 | $4,454+65.1% | $4,175+76.1% | $6,507+13.0% |
| Admin fee / account holder | $1,133 | $5,568-79.7% | $5,349-78.8% | $12,624-91.0% |