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 | $76,286 | $165,984-54.0% | $164,813-53.7% | $145,922-47.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.81% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,093 | $5,273-41.3% | $4,341-28.8% | $4,660-33.6% |
| Participant deferral / active EE | $5,532 | $6,959-20.5% | $6,031-8.3% | $6,688-17.3% |
| Admin fee / account holder | $2,710 | $16,648-83.7% | $12,690-78.6% | $13,397-79.8% |