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 | $67,624 | $165,984-59.3% | $164,813-59.0% | $145,922-53.7% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.06% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,678 | $5,273-68.2% | $4,341-61.3% | $4,660-64.0% |
| Participant deferral / active EE | $6,882 | $6,959-1.1% | $6,031+14.1% | $6,688+2.9% |
| Admin fee / account holder | $2,281 | $16,648-86.3% | $12,690-82.0% | $13,397-83.0% |