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 | $59,642 | $177,572-66.4% | $154,803-61.5% | $142,382-58.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 16.83% | 65.07%-48.2pp | 58.88%-42.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,458 | $4,810-48.9% | $4,305-42.9% | $4,299-42.8% |
| Participant deferral / active EE | $8,037 | $6,272+28.2% | $5,540+45.1% | $6,507+23.5% |
| Admin fee / account holder | $13,193 | $16,786-21.4% | $14,329-7.9% | $12,624+4.5% |