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 | $36,469 | $165,984-78.0% | $164,813-77.9% | $145,922-75.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 17.95% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,573 | $5,273-51.2% | $4,341-40.7% | $4,660-44.8% |
| Participant deferral / active EE | $5,892 | $6,959-15.3% | $6,031-2.3% | $6,688-11.9% |
| Admin fee / account holder | $340 | $16,648-98.0% | $12,690-97.3% | $13,397-97.5% |